Our Roots: The Legacy of Troxell Financial

Before becoming Evergreen Wealth, our firm operated as Troxell Financial, a highly respected independent wealth management firm with over 30 years of experience serving individuals, families, and business owners. Founded on the principles of trust, loyalty, and personalized financial guidance, Troxell Financial built a reputation for helping clients navigate life’s financial complexities with confidence and clarity.

As we expand into Naples, Florida, we bring with us the same values and client-first approach that have been the foundation of our success. While the name Evergreen Wealth may be new to the area, our commitment to building lasting relationships and delivering customized financial strategies remains unchanged.

At Evergreen Wealth, we believe in providing deeply personal, relationship-driven service while embracing modern financial strategies to help our clients achieve their long-term goals. Whether you are preparing for retirement, growing your wealth, or managing your legacy, our experienced team is here to guide you—just as we have for decades.