About Us

EverGreen Financial Services, Inc. is a fee-only financial advisory, investment management and tax preparation firm located in Greenville, South Carolina. We specialize in meeting the planning, investing and tax needs of pre-retirees and retirees. We also manage financial assets for clients who do not require our planning services.


The managing director of the firm is Michael Helms.  Michael holds the Certified Financial Planner™ (CFP®) designation in addition to the Certified Public Accountant (CPA) designation. He has provided financial and investment advice to clients for more than 20 years.


Our goal is simple: provide the financial planning, intelligent investment advice, and sound tax management necessary for our clients to fulfill their life-long dreams.