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.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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.

 

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

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

Learn more about The Evergreen Group.

 

Contact The Evergreen 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

Latest Insights

multigenerational family meal

Four ways to pass down your family home to your children

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

Read more

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Bulletin Board

Are you helping your children pay for college?

With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact us today to discuss which option may be right for you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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