evergreen Wealth Management, LLC.

evergreen Wealth Management, LLC. A Nashville firm, serving clients nationwide. David M. Biggs, CFP® is the founding principal at Evergreen Wealth Management.

With nearly 20 years of wealth management experience, he decided to start his own firm in January 2022. Specializing in retirement income needs and multi-generational wealth succession planning, he helps clients correctly structure income in retirement and efficiently pass on wealth to heirs or philanthropic organizations. A deep understanding of what’s important to clients financially and persona

lly is the centerpiece of David’s practice. Before founding Evergreen Wealth, David spent six years as a partner at COVA Wealth Management in Brentwood. His first ten years in the financial services industry were spent as a Vice President and Financial Advisor at Merrill Lynch in Jackson and Nashville, Tennessee. In 2009, he obtained the Certified Financial Planner (CFP®) designation, held by only 1 out of 5 advisors nationally. David also serves as an adjunct professor, teaching financial planning at Middle Tennessee State University's Jones College of Business. He is both a Skyhawk and Blue Raider, earning his B.S. from UT Martin in 2002 and MBA from Middle Tennessee State University in 2004. His interests include (but are not limited to) Tennessee Titans, St. Louis Cardinals, National Parks, live music and sports, and most recently, table tennis. David's been to over fifty Ryman Auditorium shows but can't play a single instrument. He lives in Franklin, Tennessee, with his son Jack Dunagan, a sophomore at Battle Ground Academy and a fervent Miami Dolphins fan. Also, Bob the Boykin Spaniel a fervent fan of tennis balls and swimming in the Harpeth River.

evergreen in Austin! (Bevo included)
11/05/2025

evergreen in Austin! (Bevo included)

Had some new visitors early this morning at evergreen Wealth Management.
05/31/2025

Had some new visitors early this morning at evergreen Wealth Management.

Sunny and 70 on February 3? Bob's on board!
02/03/2025

Sunny and 70 on February 3? Bob's on board!

01/10/2025

Enjoying the snow today!

08/17/2024
This magazine cover hangs in our office as a reminder of the perils of reacting to headlines as an investor.
06/05/2024

This magazine cover hangs in our office as a reminder of the perils of reacting to headlines as an investor.

Address

1896 General George Patton Drive Suite 700
Franklin, TN
37067

Opening Hours

Monday 8am - 5am
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Website

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