Wall street with a Texas accent

A plan for you, and you alone.

Of the hundreds of clients we have worked with over the years, no two have had exactly the same financial and personal circumstances. So rather than trying to shoehorn everyone into the same mold, we strive to understand your unique needs and objectives. Then we sit down together and help you build a plan designed to use your available resources to lead the kind of life you want to live.

As no decision about your wealth should be made in isolation, we assist you in evaluating all aspects of you financial needs in order to create a holistic financial plan. We are here to answer your questions and offer our best advice anytime you need us.

Proud to work with nationally recognized teammates

At The Evergreen Group, we are very proud that Financial Advisors, John Friesen and Josh Zeleskey, have been recognized as AdvisorHub Advisors to Watch in 2023. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, John and Josh!

The Evergreen Group was also named a Forbes Best-In-State Wealth Management Team in 2024.

Are you using our newest features yet?

Hi there! In an effort to make your life a little bit easier (don’t we all need that?), RBC has some features I wanted to make sure you knew about:

Mobile App

  • We have a mobile app!
  • Check your balances daily, make mobile deposits, send us a message, etc.
  • The app is free on the App Store® and Google Play™, and listed as “RBC WM Online U.S.”

Total Wealth

  • Comprehensive view of your “Total Wealth”.
  • See your “big number” including your RBC accounts and a wide assortment of non-RBC accounts—including checking, credit cards, life insurance, 401(k), mortgages and more.
  • Click here to watch a short video on how to use this great feature:

Go Paperless!

  • Are you drowning in mail? Let me flip you over to paperless!
  • Email bonnie.mckinney@rbc.com to get setup.

Need Financing?

  • Time for a bathroom remodel? Been eyeing that new boat? Or did life suddenly happen?
  • Whether you need portfolio liquidity for an unexpected opportunity or expense, selling investments may compromise your other financial goals. With an RBC Credit Access Line offered by the Royal Bank of Canada, you gain access to financing while maintaining your investment strategy.
  • Read more about it here.

 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

team photo

Learn more about The Evergreen Group.

 

Contact The Evergreen Private Wealth Group

Lufkin Location:
5030 Champions Drive
Lufkin, TX 75901
(936) 631-2800

San Antonio Location:
303 Pearl Parkway
Suite 380
San Antonio, TX 78215
(210) 805-1100

Austin Location:
5301 SW Parkway, Bldg 2
Suite 300
Austin, TX 78735
(936) 219-0188

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