Sophisticated financial advice has often gone to the people who need it least. Evergreen.ai is a financial technology company working to change that.

If you have $10 million, you can hire a team of specialists to find your tax opportunities, stress-test your retirement plan, and make sense of your equity compensation. If you have $1 million or less, that level of guidance has typically been out of reach. The personalized analysis that changes financial outcomes has never scaled to everyone who needs it.

We're building an AI-powered platform designed to deliver personalized financial guidance across retirement planning, tax strategy, equity compensation, and the financial questions you've been meaning to ask. Guidance that actually reflects your situation.

Our founder and CEO, Bill Harris, has spent three decades making expert financial tools available to everyone. He led TurboTax at Intuit, served as one of PayPal's early CEOs, and founded Personal Capital, where millions of people saw their financial picture in one place for the first time. Evergreen.ai is what that career has been building toward, because financial clarity should not be a luxury.

Good financial guidance has always existed. What's been missing is access. We'll share how we're working to close that gap.

Be among the first to know when we launch. Join the waitlist at evergreen.ai.

Social Media disclosures can be found here: https://support.evergreen.ai/hc/en-us/articles/50234817488660

Evergreen.ai is a service of Evergreen Wealth Advisors that provides financial advice based on the information you share. It's built to help you see your financial picture clearly and make better informed decisions.

All investing involves risk, including possible loss of principal, and past performance doesn't guarantee future results. Talk to your own advisors before making financial decisions. This content is educational only and isn't a recommendation or offer to buy or sell any security.

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