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Digital Wealth Advisors
I’m serious about my money.
Above and below are not actual clients
Liquid Treasuries
TM
5.35% yield
1
The yield of Treasuries
The speed of checking
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US Treasury bills are investments and guaranteed by the United States and state tax exempt. Investments are not deposits, not FDIC insured, and may lose value. Treasury bills are held in your SIPC-insured brokerage account with Jiko Securities, Inc. For details, please see www.sipc.org. Cash in your checking account is FDIC-insured through our partner bank, Coastal Community Bank, Member FDIC, and not state tax exempt.
High Yield Checking
swept into US Treasury bills
5.35% yield
1
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See terms. Cash in your checking account is FDIC-insured through our partner bank, Coastal Community Bank, Member FDIC, and not state tax exempt. US Treasury Bills are investments and guaranteed by the United States and state tax exempt. Investments are not deposits, not FDIC insured, and may lose value. Treasury bills are held in your SIPC-insured brokerage account with Jiko Securities, Inc. For details, please see www.sipc.org. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor.
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See terms. Cash in your checking account is FDIC-insured through our partner bank, Coastal Community Bank, Member FDIC, and not state tax exempt. US Treasury bills are investments and guaranteed by the United States and state tax exempt. Investments are not deposits, not FDIC insured, and may lose value. Treasury bills are held in your SIPC-insured brokerage account with Jiko Securities, Inc. For details, please see www.sipc.org. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor.
Personal Cash Management
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LIQUID TREASURIES
You spend too much time comparing yields, calculating taxes and moving cash between banks and brokers. Automate your cash management in one all-purpose account. High yield -- 5.40% yield No state taxes -- save up to 13.3% Safe and secure -- US Treasury Bills Instant access -- in a checking account Always available -- card, ATM, ACH, wires
Founded by financial technology veterans
For thirty years, Bill Harris has been at the intersection of investing, tax and tech. He ran TurboTax, was CEO of PayPal, and founded Personal Capital, which grew to a $23 billion investment firm. He founded Evergreen Money in early 2023, accepting public clients in mid 2024.
Bill Harris @ LinkedIn
Evergreen Money
finance + technology + advice
Taxes
Precise methodologies to slash your taxes
Platform
Core systems to integrate banking and investments
People
Wealth advisors to advise and monitor
EVERGREEN MONEY
We combine technology and people
The virtual and the human
Technology Center
Wynwood, Miami, FL
The development, product, and marketing specialists who build the technology
Advisory Center
Research Triangle, NC
The wealth advisory and banking operations teams who serve you 24x7
The pursuit of a purposeful life
You are in the most productive phase of your life, building your family, your career and your wealth. The world depends on providers like you. But true wealth is more than just money. We help manage your money so you can manage your life.
Money is a precious resource
Money is not a scorecard. It is a precious resource to be used with intention. It gives you freedom to decide how you want to live, now and for decades to come. Money is a potent tool, but just a tool. It is up to you how to use it.
YOUR ADVISORY TEAM
We’re here day and night
Evergreen Money Advisors is an SEC-registered investment advisor. Our wealth advisors and associates, operations managers and overnight staff are available to assist with your financial questions 24 hours a day, seven days a week.
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