Advisor at Evergreen Wealth Services
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Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future.
Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies.
As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you.
He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country.
Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
Quarterly: Price varies upon complexity
Evergreen Wealth Services
2020 - Present (6 years)
Sagevest Wealth Management
2010 - 2020 (10 years)
Series 66
Concord, NC
Edward Jones
CFP®, Series 63, Series 66
Concord, NC
Edward Jones
CFP®, Series 66
Huntersville, NC
Edward Jones
Series 66
Mooresville, NC
Edward Jones
Series 66
Concord, NC
Edward Jones
Series 66
Stanley, NC
Edward Jones
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