Michael Fuhr
CFP®
Evergreen Wealth Services
Founder and Financial Planner
Michael Fuhr
CFP®
Evergreen Wealth Services
Founder and Financial Planner
Financial planning is the cornerstone to your financial success. - Michael Fuhr, CFP®
Fee-Only financial planner located in Mooresville, North Carolina. We serve clients in the Lake Norman, Charlotte and surrounding areas. We also work with clients virtually across the country.
Michael Fuhr is an independent, fee-only CERTIFIED FINANCIAL PLANNER™ professional located in Mooresville, North Carolina. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Evergreen Wealth Services provides comprehensive financial planning, investment management, and retirement planning to individuals and families, with a specific focus on challenging life transitions. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you.
Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future.
Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private, Federal, Foreign Service, Military), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies.
As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you.
He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country.
Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
Michael Fuhr is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Evergreen Wealth Services, an independent, fee-only firm, that provides ongoing financial planning and investment management services to individuals and families throughout all phases of life, focusing on challenging life transitions. Whether you’ve had to take control of the finances for yourself or a loved one, want to know if you’re on target to retire, or want financial advice during retirement, we can help you plan for your financial future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Challenging Life Transitions
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Strategies
- Estate and Legacy Planning
- Charitable Giving
Ideal Clients
- Retirees and Near Retirees
- Loss of Spouse or Family Member
- Incapacitated Spouse or Family Member
- Your Role as Trustee or Financial Agent
- Sudden Money Situations
- Family planning for Terminal Illness
Working Together
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Fuhr is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Fuhr is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Michael Fuhr is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Michael Fuhr is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Michael Fuhr is Quoted on Cashay: "Money conversations you should have with your dad (or mom) at every age"
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Michael Fuhr is a Member of The Mclean Estate Planning Council
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Michael Fuhr is Quoted on WTOP News: "12 Steps to Protect Your Money in Divorce"
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Michael Fuhr is Quoted on Business Insider: "10 of the most misguided ideas financial professionals have ever heard from their clients"
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Michael Fuhr is Quoted on CNBC: "Have a company pension? Know your payout options"
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Michael Fuhr is Quoted on The Gierach Law Firm Blog: "Naperville Estate Planning Lawyer on How to Minimize Potential Inheritance Arguments"
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Michael Fuhr is Quoted on Yahoo Finance: "Are you a boomer with a company pension? Know your payout options before retirement"
Contact Michael Fuhr
Office Locations:
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516 D River Highway
#280
Mooresville, NC 28117
