Most advisory firms focus on budgeting and small, incremental tactics. They optimize around the edges and call it planning. That may work for everyday retirees, but not for investors looking to build meaningful wealth. That playbook isn’t built for ambitious investors.
We focus on what actually moves the needle: advanced tax planning, private market access, and disciplined long-term investing that compounds after-tax capital for decades.
Advanced Tax Strategy
Real strategies built to reduce large tax bills. No small ball tactics.
Private Market Access
Opportunities in private equity, real estate, and private debt sourced through institutional relationships.
Disciplined Portfolio Construction
Public and private market allocation built for long-term durability and income, not drama.
Fully Aligned
We commit personal capital to all Evergreen private market strategies alongside our clients. Zero commissions. As fiduciaries, we put your interests first and operate with full alignment from day one.
Admininstrative
Evergreen is supported by a talented back-office team including roles in business development, marketing, accounting and investor relations.
Advisors
Brett Johnson - Minority Partner
Brett is a Vice President at a top-tier investment bank. Previously, Brett worked in a similar capacity for Bank of America Securities. Brett began his finance career with Deloitte.
BS - Cal Poly San Luis Obispo
CFA
Grayson Morris - Advisor
CEO of Performio, an enterprise software company. Grayson previously worked in sales and operations at Sunrun. Prior to that he worked at Horsley Bridge, a venture capital and private equity investment firm.
MBA. – Stanford University
MS – UC Berkeley
BS – Rice University
20+ years of experience as investors, not just advisers
Entrepreneurs at heart
Originators of strategies that capture market opportunities
Backed by a mandate that clients' interests come first
Believers in alignment
Connected to a network of experienced fund managers
