Content For Financial Brands People Love

Video-first marketing for RIAs that want to build trust, scale reach, and grow.

A full-service agency, devoted entirely to financial content.

What our clients say.

“The thing that I have valued the most is how well you know our industry. I've talked to plenty of people who'd like to think that they could help in the area of the RIA world. In the RIA world, Dan and his team get the ecosystem. You know what clients are looking for, and you know what our competitors are doing and whether or not we're on track or not.

There are plenty of moments where you and your team have encouraged us to speak more boldly about what we actually do, or even in some cases change the manner in which we hold ourselves out into the marketplace.”

I think working with Dan and the team at Evergreen, the thing that I have valued the most is how well you know our industry. I've talked to plenty of people, friends and strangers who'd like to think that they could help in the area of the RIA world. The RIA world, especially in the 10,000,000,000 and below space that we are firmly in, Dan and his team get the ecosystem. They get the marketplace, and they really get it in and around Philadelphia in particular. So that is probably the most valuable thing to me is you know the marketplace, you know what clients are looking for, and you know what our peers, even our competitors, you know what they're doing, and whether or not we're on track or not. And there are plenty of moments where you and your team have checked us and encouraged us either to speak more boldly, more honestly about what we actually do, or even in some cases change the manner in which we hold ourselves out into the marketplace.

Matthew Kane, CEPA

Managing Principal, Compass Ion Advisors

“Evergreen radically transformed and accelerated our brand and our marketing. Not canned content, but working with the advisor and the team to develop and execute an industry-elite, vision-specific marketing strategy.”

Mark Powers

VP of Operations, Vizionary Wealth Management

Dan and team have been exceptional to work with. They have demonstrated their ability to produce top-notch videos. They understand our vision and are able to capture every important detail. We are thankful for our working relationship!

Michelle Fischer

Director of Marketing, Covenant Wealth Strategies

They are best categorized as helping me create, and distribute, a content strategy that speaks to my ideal client. I have watched prospects connect with me (where they were never doing so before). We also have higher engagement/connection with our existing clients.

Victor Medina

Founder, Palante Wealth Advisors

“The capture process is comfortable, and their interview prompts are intuitive and yield excellent sound bites. If they're not your first marketing partner, they may be your best and last.”

Trent Booth

Executive Coach to Financial Advisors

Dan and his team are producing crisp, dynamic, professional and personalized content for my brand. Most firms in my industry are trying to commodities themselves while we are looking for a personal connection with the right clients and not just as many clients as we can get. Dan’s approach is helping us find that balance and connect us with the right profile client for our niche.

Wayne Wagner

President, Vizionary Wealth Management

“Thoughtful, strategic, creative, affordable. They know the RIA space and deliver.”

Josh Manifold

Managing Principal, Compass Ion Advisors

Daniel and the Evergreen team have been a game changer for our social media outreach. They make the process super simple. We are already seeing the benefits of working with their team.

Nick Bernardo

Founder, Bernardo Wealth Management

Content, Scaled

A repeatable process for sharing your best stories with the right people.

01. Capture

We guide you through a relaxed conversation designed to bring out your best ideas, stories, and expertise.

We have professional remote recordings as well as an in-house full service production team.

02. Repurpose

Our team turns that conversation into ready-to-use content for your website, email, company social, and personal social channels.

03. Review

You review one organized batch, make any changes, and approve it without content becoming another job on your list.

04. Distribute

Once approved, your content is ready to go. Our team handles distributions and reporting.

05. Assess

We look at what is resonating and use what we learn to shape the next round of content.

Once a month, we help you plan and record the topics you want to hit in your next round of content. Choose from interview or scripted options. We also walk you through camera, lighting, and audio upgrades to look and feel your best.
Choose our premium experience for the largest amount of content created at the highest quality. Teams work with us to create 3-6 months of content in a single day, as well as special projects like brand videos or client testimonials.
For advisors who have their own set ups, we help you plan your content. Record on your own, and our team will handle all repurposing, review, and distribution. Record once, then stay focused on your business.

Content Specializations

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Content Specializations 〰️

Lead Campaigns

Turn your best ideas into focused campaigns that give prospects real value and a clear reason to take the next step.

I work we worked in banking, and I worked on the trading floor at JPMorgan. And I wasn't a trader, but I got series seven certification. I kinda knew what I was doing, but I didn't know how to do it. And so I just had all of our money and targeted retirement funds, and that's where we put our money. Then you max out your four zero one ks and your IRA and say, do I do? I just kept putting it all in the same account. You work full time, and then you're trying to manage your finances for potential retirement. How that gonna play out? You're worrying with all of the the, you know, complexities of work and everything, and now you've got the complexities of dealing with the financial picture on the side, hoping that things mesh together and you can actually get out when you wanna get out. I met Tim. He was a young whippersnapper. It's so funny seeing him in these pictures because he's just young. And he moves stuff around and he it's this balancing of risk versus return, but doing it in a way that you don't get crushed on taxes. I announced my retirement. I told my boss early so they could replace me, and then Trump announces tariffs the next day. And the stock market crashes, and I'm freaking out. And so I called Tim. Dude, I just announced this, and he said, you're not touching equities for five years. It's one of the nicest things to be able to see that pressure. It's like relieving a pressure valve and just watching the the pressure just bleed away. And he never looked back. And it was a different it was like being married to somebody who had, like, a burden lifted off of their shoulder. It is nice. You could physically see it. It was a wonderful thing. And I that is all because of Tim and Timbo and Bernie and everybody, all the people who work around here, the assistants and everything. When I fell in love with Tim figuratively, it was our first time meeting, and we you send all your stuff in. And I he's going over all of it. And there's remember that? It was a lot. And I said, so if I die today, she'll be fine. And he said, she'll be fine. And from there on out, my stress level, I I just I don't think about money anymore. I used to think about it all the time. It was all consuming, to be honest with you. Now that I am retired, I'm not worried about it. I just don't think about it. I am shocked by it. If you had seen him before I do not. The stress the stress, the anxiety that goes along with that. I feel like I can spend money. So we're going on trips, and we just booked a trip to Egypt, and I didn't even think about it to to do it. Because of that freedom that Tim gives that Tempo gives us, I think if without Tempo, it just it would never have happened. I would never give myself permission to spend my time. Could I be working another ten years? It would have been stupid. You just feel that they're all out here to do the best for their clients and they deliver. If I were going to say something to somebody about Tenbo, I would tell them they are they listen. They are respectful, responsive. They are good communicators, and you feel as though your money is really it it's our money, but it is their money, and they take it seriously to manage it on your behalf. I would say probably what Corbin said is I get get you're skeptical, but just try. See how it goes. And if it goes well, give it a more. If it goes well, give it you gotta at least start would be my advice. And I've I've given that advice to 50 people, progressive, and they're all here. So they all started it and stepped in with their big toe, and then now they're in.

Testimonial Marketing

Your clients already know why they trust you. We help capture those stories and turn them into powerful marketing assets.

(WealthTender Preferred Agency)

COI Strategies

Use content to build stronger relationships with COIs, create useful material together, and make it easier for both sides to cross-promote.

Podcast Marketing

Turn your recordings into a podcast your target market will actually want to follow. We handle the production and marketing that keeps it moving.

– For our RIA teams

Advisor Education

Give your advisors a practical framework for building their own visibility. We help individual team members share their expertise, strengthen relationships, and grow their personal influence.