Having a holistic financial plan will help give you the confidence you can retire.
You have worked your entire life. We will help you transition into retirement.
We help you structure your money to provide reliable, tax-advantaged income throughout retirement
Using the Bucket Plan system, we help you navigate market volatility, taxes, inflation and increasing life expectancies.
At Evergreen Wealth Advisors, we are fiduciary advisors located in Spokane, WA that help families like yours by simplifying and educating on comprehensive financial and tax planning strategies.
Darrin McComas is the owner and lead advisor. Darrin has his Series 65 license and is a Bucket Plan certified advisor.
The Bucket Plan is a must-read book for anyone serious about creating a practical and sensible plan for his or her retirement years. Darrin McComas is a Bucket Plan certified advisor.
The financial planning process outlined in The Bucket Plan book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Watch a short video about The Bucket Plan here.
Our primary focus is to provide a complete solution that encompasses coordinated asset management, tax management, and estate management. Think of us as your household CFO, dedicated to optimizing every aspect of your financial life to help you maximize your return on life.
No matter what challenges you face, chances are we have helped clients navigate similar situations. We're here to guide you on your journey to financial success, aligning your wealth with your values, and aspirations.
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Evergreen Wealth Advisors, LLC. and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Evergreen Wealth Advisors, LLC. are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.
For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.
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