Michael Fuhr, CFP® Evergreen Wealth Services

About Michael Fuhr, CFP®

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Clifton, Virginia. 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. 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 throughout Northern Virginia, including Fairfax, Loudoun and Prince William counties and virtually across the country.

Michael grew up in Bucks County, Pennsylvania. He and his family reside in Clifton, Virginia.

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Recently Published

2020 Year-End Blog Roundup

December 1, 2020

We’ve made it to the last month of 2020. What a year it has been due to the coronavirus, the presidential election, volatile investment markets and a surge in unemployment, just to name a few. Below is a roundup of our six most popular blog articles this year. Please reach out if we can be…

The post 2020 Year-End Blog Roundup appeared first on Evergreen Wealth Services.

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2020 Year-End Tax Planning

November 1, 2020

Tax planning should be a priority year-round, but many of us scramble at year-end.  This year includes unique tax planning opportunities afforded by the 2020 Coronavirus Aid, Relief, and Economic Security Act (CARES Act), especially if you are temporarily in a lower tax bracket. The following are some tax opportunities you may be able to…

The post 2020 Year-End Tax Planning appeared first on Evergreen Wealth Services.

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Financial Guidance for Dementia Caregivers

October 1, 2020

It is overwhelming caring for a loved one with dementia. It can be as or more challenging tackling their finances. Often, parents are uncomfortable sharing and discussing their finances with their adult children and adult children are often hesitant to broach the topic. However, not discussing the finances can cause more stress and turmoil in…

The post Financial Guidance for Dementia Caregivers appeared first on Evergreen Wealth Services.

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Ideal Clients

  • Government Employees
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: Price varies upon complexity
  • Hourly Fee: $250+/hr
  • AUM: 1.00%

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