_____________________________________________________________________________________ A. Firm Information Ever Green Wealth Management, LLC (“Ever Green ” or the “Advisor”) is a registered investment advisor located in the State of New York, which is organized as a Limited Liability Company (LLC) under the laws of the U.S. Securities and Exchange Commission. Ever Green was founded in May 2018 and is dedicated to serving the financial needs of its clients. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Ever Green. B. Advisory Services Offered Ever Green offers wealth management services to individuals, high net worth individuals, trusts and estates in the State of New York and other states (each referred to as a “Client”). Wealth Management Services Ever Green will provide Clients with wealth management services, which generally includes a broad range of comprehensive financial planning and consulting services in connection with discretionary management of investment portfolios. These services are described below. Investment Management Services Ever Green provides customized wealth management solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and related advisory services. Portfolios are chosen after taking into consideration such things as a Client’s risk profile, the time horizon, income needs as well as their unique tax situation. The portfolio management process is based on key pillars of our investment philosophy that includes research based decisions with a focus on quality while leveraging long term trends supported by key data. Ever Green will then either construct a portfolio or place the Client into a model portfolio. Portfolios constructed by the Advisor and model portfolios both consist of low-cost, diversified mutual funds and/or exchange-traded funds (“ETFs”). The Advisor may also utilize individual stocks, bonds or corporate debt securities. The Advisor may retain certain types of investments based on a Client’s legacy portfolio construction. Ever Green’s investment strategy[ies] is primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the Client or due to market conditions. Ever Green will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Ever Green evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Ever Green may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Ever Green may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. Ever Green may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, over-valuation or overweighting of the position[s] in the portfolio, change in risk tolerance of Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. At no time will Ever Green nor any of its advisory persons accept or maintain custody of a Client’s funds or securities, except for authorized deduction of the Advisor’s fees. All Client assets will be managed within their designated brokerage account or pension account, pursuant to the Client wealth management agreement. Please see Item 12. Financial Planning Services Ever Green will provide a variety of financial planning and consulting services to Clients, pursuant to a written financial

planning agreement. Services are offered in several areas of a Client’s financial situation, depending on their goals, objectives and financial situation. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting will encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings and other areas of a Client’s financial situation. A financial plan developed for or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Ever Green may also refer Clients to an accountant, attorney or other specialist, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Plans or consultations are typically completed within six months of contract date, assuming all information and documents requested are provided promptly. Financial planning and consulting recommendations can pose a conflict between the interests of the Advisor and the interests of the Client. For example, a recommendation to engage the Advisor for investment management services or to increase the level of investment assets with the Advisor would pose a conflict, as it would increase the advisory fees paid to the Advisor. New Assets under management will be randomly reviewed for conflicts along with client discussions and disclosure to options the clients will have in order to monitor such conflicts. Advisors in the firm will endure a minimum of once a year education/consultation for such conflicts. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to effect the transaction through the Advisor. C. Client Account Management Prior to engaging Ever Green to provide wealth management services, each Client is required to enter into a wealth management agreement with the Advisor that defines the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include:
• Establishing an Investment Strategy – Ever Green, in connection with the Client, may develop a statement that summarizes the Client’s investment goals and objectives along with the broad strategy[ies] to be employed to meet the objectives.
• Asset Allocation – Ever Green will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client.
• Portfolio Construction/Model Portfolio – Ever Green will either develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client or place Client assets in a model portfolio that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client.
• Investment Management and Supervision – Ever Green will provide investment management and ongoing oversight of the Client’s relationship’s investment portfolio. D. Wrap Fee Programs Ever Green does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by the Firm. E. Assets Under Management Ever Green has Assets under management of $48,225,605 as of February 16, 2023. The entire amount is managed on a discretionary basis. Refer to Item 16 for more information.