Evergreen

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.

Our Story

"So we built the firm we wanted to invest with. A firm built for investors who expect more."

Evergreen started with a simple observation.

High-income families deserve better than average.

After two decades investing across public and private markets, our founder noticed a pattern. Accredited investors were being handed cookie cutter portfolios and mass-market products built for scale, not real outcomes. Meanwhile, the strategies used by sophisticated institutions rarely made their way to client portfolios.

Our Approach

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.

Leadership Team

Brad Johnson

Managing Partner & CIO

Brad is the Founder and Managing Partner of Evergreen. Brad is responsible for the firm and its investments. Brad has 20 years of experience investing in both traditional and alternative asset classes. Previously Brad has worked as a real estate private equity operator. Early in his career Brad worked at Wells Fargo's real estate investment bank (Eastdil Secured) and held various investment positions with private equity firms including TA Associates Realty and The Swig Company.

MBA (Finance) - MITBS - Cal Poly San Luis Obispo

Brad Johnson

Managing Partner & CIO

MBA (Finance) - MITBS - Cal Poly San Luis Obispo

Ian Fisher

Operating Partner

Ian Fisher heads operations for the firm's real estate investment management platform. Ian is formerly a management consultant at the Seabury Group (the largest aviation‐focused global advisory firm, subsequently acquired by Accenture plc) and co‐founder of Golden Pacific Capital.Ian currently co-owns and operates 400+ single family rental homes in KansasCity and Indianapolis, partially through a joint venture partnership with a publicly-traded REIT.

BS - Yale University

Ian Fisher

Operating Partner

BS - Yale University

Ian Fisher

Operating Partner

BS - Yale University

Client Relations

Jesse Mocur

Associate

Advisors

Who is
Evergreen Capital?

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

Still have questions?

Our team is ready to provide personalized investment insights.

Contact

About Us

About Us

Evergreen exists to help high earners and accredited investors keep more of what they make and compound wealth through advanced, high-impact strategies.

Evergreen exists to help high earners and accredited investors keep more of what they make and compound wealth through advanced, high-impact strategies.

Our Story

Our Story

"So we built the firm we wanted to invest with. A firm built for investors who expect more."

"So we built the firm we wanted to invest with. A firm built for investors who expect more."

Our Approach