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Michael Fuhr (CFP®)

Michael Fuhr focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina.  Michael provides experienced financial planning and investment management services to individuals and families.  His goal is to help clients make wise financial decisions to ensure a secure financial future.

Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. 

As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives.  He acts in your best interests as your fiduciary advisor and his only loyalty is to you.

He serves clients in the Lake Norman, Charlotte and surrounding areas.  He also works with clients virtually across the country.

Michael grew up in Bucks County, Pennsylvania.  He and his family reside in Mooresville, North Carolina. 

NAPFA Start Date

May 29, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

516 D River Highway #280 Mooresville, NC 28117 Phone: (704) 799-5435
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