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Who we are

Expert Investment Advisers passionate about ethical investing.


Our story

We founded Evergreen Advice centred on three key pillars




We provide objective advice that is in the best interests of our clients. We do not accept commissions or promote our own products allowing us to offer truly independent financial advice.

Personalised, quality advice


Advice beyond just investment portfolios. We help you achieve your financial goals by analysing your entire financial picture and recommending a strategy that is best suited to you.

Ethical Investing

Ethical Investing exclude

We are passionate about bringing responsible investing to all investors. We believe that investors can achieve their financial goals while also using their savings to invest in line with their values.


Our journey began when we managed over $500m for 1,000 clients at a private wealth business in Wellington. We were members of the Investment Committee and developed and implemented socially responsible investment strategies for the client base.

As the ethical investment landscape has become more complex, with a wide range of responsible investment options and risks around greenwashing, we decided to specialise in responsible investing to provide the best service and solutions for our clients. Thus Evergreen Advice was formed.

We have built a strong and trusted reputation. Evergreen Advice is listed as a Top Trusted Wellington Financial adviser by Moneyhub and was a finalist for the Best Ethical Financial Adviser 2023 by Mindful Money.

We also strive to uphold the principles we advise for our clients in our own business operations. Our Climate Action Plan provides early evidence of our commitment to sustainability.


Read our Climate Action Plan

Our team

Mike and Chelsea are NZ registered financial advisers at Evergreen Advice

Mike Ross, CFA

Licensed financial adviser


 Mike RIAA

Green Line


I take complex situations and concepts, like investment markets and ethical investing, and simplify them to help clients make informed choices about their futures.

I have over 15 years of experience in the financial services and investment sectors. Before founding Evergreen Advice I managed a team of investment advisers and analysts at a Wellington-based private wealth business. Previously I worked in corporate finance for a renewable energy company and a private equity firm in London. I am a CFA® charterholder and have a Master of Business in Finance.

I am married with three children. I’m a keen sports fan, coach kids' football, play golf and ride my e-bike.

Mike and Chelsea are NZ registered financial advisers at Evergreen Advice

Chelsea Traver, CFA

Licensed financial adviser


chelsea RIAA 2

Green Line


I share my passion and expertise in investing to help others see the advantages it can bring. As a detail-oriented planner, I love getting into the numbers to show my clients a clear path forward.  I have a particular interest in educating and empowering women to become confident investors. There is a clear gender wealth gap, and my goal is to help close it. 

I have worked in the financial services industry for over 10 years in Seattle, London and Wellington and have a strong background in investment analysis. I am a CFA® charterholder and have a Bachelor of Business Administration.

While I'm originally from Oregon, I permanently moved to Wellington in 2015.

Green Line


Contact us for an initial consultation. It's free and there are no obligations.


 Schedule a free consultation

Our investment expertise


CFA Charterholders 




Earning the CFA® charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder.

 It takes an average of 1,000+ hours of rigorous study, along with four years of professional experience and successful completion of the CFA® Program exam, to earn the distinction of being called a Chartered Financial Analyst® charterholder.


Licensed by the Financial Markets Authority




Fully licensed and registered adviser. 

Abide by the Adviser Code of Conduct as a fiduciary to put our client's interest first 


Certified by the Responsible Investment Association of Australasia


RIAA is the gold standard for ethical certification.

Evergreen Advice is currently one of only three RIAA certified advice firms in New Zealand


We are passionate about ethical investing and believe that investors can achieve their financial goals while influencing positive change.

Evergreen Advice around town

We regularly share our insights to help educate the community and promote responsible investing:

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