Mary DeBaets, CFP® | Financial Consultant

Evergreen Wealth Management, LLC
1202 Bergen Parkway
Suite 201
Evergreen, CO 80439
Office: 303-679-6301
Fax: 303-679-6308
Email: mary.debaets@lpl.com

At Evergreen Wealth Management, we are able to provide professional investment recommendations that integrate a broad scope of investment products and services:

Services:

  • Financial Planning
  • Wealth Building & Preservation Strategies 
  • Retirement & IRA Distribution Planning
  • Small Business Planning
  • 401(k) Education
  • Estate Planning Strategies
  • Long-Term Care Planning
  • Insurance Reviews

Products:

  • Mutual Funds
  • Individual Stocks & Bonds
  • Variable & Fixed Annuities
  • Alternative Investments
  • Traditional & Roth IRAs
  • Employer Retirement Plans
  • Life Insurance
  • Long-Term Care Insurance

Mary DeBaets is a CERTIFIED FINANCIAL PLANNER™ Practitioner and founder of Evergreen Wealth Management. She graduated from Regis University, Cum Laude, with a Bachelor’s of Science in Business in 1997. Mary left a successful corporate career to follow her dream of helping individuals pursue their financial goals. Mary has been in the Financial Services industry since the year 2000 and takes a very personal and comprehensive approach to Wealth Management. She believes her role is to assist her clients in making well-informed decisions about their investments and retirement plans and to help provide them with greater financial independence and stability.

A native of Colorado, Mary lives in Evergreen with her husband, Steve. She is a member of Evergreen Chamber of Commerce and Leadership Evergreen. She also volunteers and supports many community organizations.

Whether you’re retired or still working, we invite you to come in for a free, no-obligation consultation.