Michael Fuhr
Advisor at Evergreen Wealth Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Evergreen Wealth Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Evergreen Wealth Services
Location
Mooresville, NC
Credentials
CFP®
Industry experience
16 years
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.
Price varies upon complexity
Evergreen Wealth Services
2020 - Present (6 years)
Sagevest Wealth Management
2010 - 2020 (10 years)
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