Meet Stephen Hanley
CPM ™, CKA™
Chief Investment Strategist
Chartered Portfolio Manager™
Certified Kingdom Advisor™
Evergreen Wealth Management, LLC - A Registered Investment Advisory Firm
Stephen Hanley serves as Evergreen’s Chief Investment Strategist and works hand-in-hand with Fourth Dimension to customize, manage, and deliver a full suite of investment solutions that align with the client’s retirement and financial plan. By serving as the dedicated investment specialist, Evergreen provides clients access to a personal in-house money manager for custom investment needs.
What did you want to be when you were a kid?
“A baseball player for the St. Louis Cardinals.”
What do you do?
Lead Investment Manager for Evergreen Wealth Management, LLC. I help align client assets with investments to accomplish long term planning goals.”
Family?
Stephen and his wife Julia have 4 daughters, 1 son and adopted special needs sister.
What Fills Your Tank?
“Nowadays I really enjoy getting outdoors in any way possible - running, triathlons, kayaking, hunting, vacationing with Julia to Siesta Keys."
Providing retirement planning services to Northwestern Ohio including communities of Toledo, Bowling Green, Sylvania, Perrysburg, and Findlay.
Fourth Dimension Financial Group
27121 Oakmead Dr. Suite B
Perrysburg, OH 43551
Phone: 419-931-0704
