Nelson Rutherford, President of Evergreen Financial Advisors, is a Registered Investment Advisor as well as a Certified Financial Planner. More...
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Evergreen Financial Advisors, Inc., an Oregon registered investment advisory firm, is a fee-only financial planning and investment advisory firm. We are dedicated to helping individuals and organizations save, invest, and accumulate wealth successfully. Our advisory practice is firmly rooted in financial and tax planning and uses the most current information about financial markets to develop and maintain investment portfolios.
Using a disciplined and structured approach, we help our clients maximize portfolio performance by:
- Effectively managing and diversifying risk
- Reducing portfolio and trading costs
- Minimizing taxation
Evergreen is committed to providing continuous service to our clients: regular meetings, high quality performance and portfolio reporting, and efficient portfolio rebalancing and management.
We
use the research of Dimensional Fund Advisors Inc. when choosing assets for
our clients'
portfolios. Dimensional Fund Advisors apply academic research to the practical
world of investing. Read more about their
strategy in Dimensional’s free brochure.
| © 2011 Evergreen Financial Advisors, Inc. | Phone: 503-297-7654 |
| 1815 SW Marlow Avenue, Suite 218 | Fax: 503-297-6634 |
| Portland, Oregon 97225-5187 | Email: nelson@efaor.com |
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