Evergreen Team's mission is to be a trusted partner for financial solutions at every stage of life. We are especially focused on helping families to achieve their financial goals and develop strategies to make that happen through educations and consulting.

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We partner specialists and analysts in the various financial, tax and estate specialties. Our team provides life-time educations for both our clients and members to achieve their financial and life goals. Evergreen Team has won numerous awards. Join us to become a member on the Evergreen team so that you may gain financial knowledge basics for your family right now. 

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Our business model is based on the following core tenets: First of all, our Evergreen Team assists people in evaluating their financial status from certificated professionals who can provide individualized and confidential planning. Secondly, Evergreen Team promises to provide each client with high-quality service. All financial counseling is geared towards families, as well as small businesses. Finally, financial counseling is a natural fit with other social services, from exchanging referrals to being integrated fully into service delivery streams.

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​The Founder of Evergreen Team

Dr. Li, HongQiao

IRS Enrolled Agent | P02256380

CFP® | Certified Financial Planner™