Nick Stevens, CFP®
Flat-Fee Fiduciary Financial Planning & Tax-Optimized Wealth Management
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Serving Clients Nationwide
Flat-Fee Fiduciary Financial Planning & Tax-Optimized Wealth Management
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Nick Stevens, CFP®
Hi, I'm Nick Stevens. After 15 years as a financial advisor, I founded Evergreen Wealth Management with a vision to do things differently. I spent 12 of those years at Fidelity Investments, sitting down with thousands of investors, each with unique goals, concerns, and experiences. Through those conversations, I gained a deep understanding of what works—and what doesn’t—when it comes to building and preserving wealth.One thing that never sat right with me was the traditional industry model of charging clients a percentage of their assets. I knew there had to be a better way—one that aligned with my values and put clients first. That’s why I established a flat-fee structure, ensuring my clients get objective, transparent advice without conflicts of interest.
Evergreen Wealth Management is proudly based in Boston, MA. To make things easier for clients, I offer meeting availability in several surrounding towns including Needham, Burlington, Framingham, and Quincy. Whether we meet in person or connect over Zoom, you’ll always get the same boutique-level attention and service.
Beyond the Office
✔️ A Passion for Golf
I’m a lifelong golfer with a single-digit handicap, though the game keeps me humble. Like financial planning, success comes from patience, strategy, and continuous improvement.
✔️ Hands-On Approach
I own a few rental properties and enjoy small weekend projects like painting. Just like in finance, small, consistent efforts lead to long-term success.
✔️ Family First
My wife, Rachel, and I have a young toddler, and our dog, Sam, who still thinks he’s in charge. Family keeps me focused on what truly matters—planning for the future while enjoying today.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
399 Boylston St 6th Floor, Boston, MA 02116
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to learn more about becoming a client and to schedule an introductory call. This complimentary call is an opportunity for you to share as much or as little as you’d like to about your finances, so that we can start to understand where you are and what you’re looking for. I look forward to speaking with you.Offers Investment Management
Yes
About Evergreen Wealth Management
Evergreen provides comprehensive, conflict-free financial guidance for professionals and families. Led by Nick Stevens, CFP®, we operate as a fee-only fiduciary in Boston and nationwide, replacing traditional AUM percentages with one transparent, flat fee that covers your investments, retirement income, and tax strategy.Is Your Retirement Strategy Built for What’s Next?
If you are over 50, your financial needs have shifted from “accumulation” to “preservation and distribution.” We help Boston professionals answer the critical questions that traditional investment-only firms often overlook:
❓ Retirement Longevity: “How can I ensure my money lasts through retirement without the guesswork?”
❓ Adaptive Investing: “Is my investment strategy built for future market volatility, or just relying on what worked in the past?”
❓ Tax Efficiency: “How much will taxes impact my retirement income, and what specific steps can I take to reduce the damage?”
Comprehensive Fiduciary Financial Planning — Flat-Fee, Transparent, and Personalized
You’ve worked hard to build your wealth — now it’s time to make sure it works just as hard for you.
At Evergreen, CFP® fiduciary Nick Stevens provides flat-fee financial planning for clients in Boston and nationwide, integrating your investments, retirement income, and tax strategy into one clear plan for financial peace of mind.
Flat-Fee Fiduciary Wealth Management in Boston – No AUM%, Ever
We believe financial advice should be transparent, conflict-free, and aligned entirely with your best interests. By replacing the traditional percentage-of-assets (AUM) fee with a simple flat monthly fee, Evergreen ensures you always know exactly what you’re paying for: expert guidance, not just a line item on your statement.
Our fiduciary, CFP® professional Nick Stevens provides comprehensive wealth management for one predictable cost — no commissions, no surprises.
✔️ Flat Monthly Fee – $725/month, regardless of portfolio size
✔️ Transparent Pricing – No AUM %, no hidden commissions, and no tiered fees.
✔️ 100% Fiduciary – No product sales. We are paid ony by you, to work only for you.
Education
Florida Southern College, Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Hobbies and Interests
- Family
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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FAQs
FAQ Disclosures
Evergreen Wealth Management LLC (“Evergreen,” doing business as Evergreen Retirement Planning) is a registered investment adviser in the Commonwealth of Massachusetts.
