About Us
At Evergreen Asset Management, we believe effective wealth and asset management begins with understanding the people behind the numbers. Every financial situation is unique, shaped by personal goals, family priorities, and
long-term vision. Our role is to provide clear guidance and disciplined strategies that help clients navigate complexity with confidence.
Our Approach
- We partner with individuals and families to build, manage, and preserve wealth through thoughtful planning and prudent investment management. Our approach is grounded in careful analysis, long-term perspective, and a commitment to acting in our clients’ best interests. Rather than chasing short-term trends, we focus on strategies designed to support stability, growth, and resilience over time.
- Our firm values lasting relationships built on trust, transparency, and open communication. We take the time to listen, explain, and tailor each plan to align with our clients’ objectives and values. As life changes, we remain a steady resource—adapting strategies as needed while keeping long-term goals in focus.
- Whether planning for retirement, managing assets, or considering the legacy you wish to leave, we are dedicated to helping you make informed decisions with clarity and peace of mind.
J. Michael Smith
I believe great financial advice starts with a conversation. Before discussing investments, I take the time to understand what you’re working toward—your goals, your concerns, and the future you envision. From there, I help build a personalized, long‑term strategy designed to support your life and the people you care about. By collaborating with your CPA, attorney, and other professionals, I work to ensure your financial plan fits seamlessly into your broader financial picture.
I opened Evergreen Asset Management in 2024 after five years with Edward Jones. Previously, I spent more than two years with PNC Wealth Management in Cincinnati and over 18 years with Fidelity Investments, where I began my career in 1998. With more than 28 years of industry experience, I’m prepared to help you make informed, confident financial decisions.
My wife, Elisa, and I are lifelong members of the Grant County community. She brings more than 29 years of financial industry experience and currently serves the Williamstown Board of Education in payroll and benefits. Our family is deeply rooted here: My son, Trent, lives in Colorado with his fiancée, Sophie. My daughter, Lydia, is a Murray State University graduate with a degree in Agribusiness and now works alongside me in the office, supporting our clients and managing administrative responsibilities. My youngest, Sarah, will graduate from Grant County High School in 2026 and plans to attend Northern Kentucky University to pursue a career in nursing. Our family has deep roots in this community, and we enjoy spending time hunting, fishing, traveling, and giving back to the place we call home.
Community involvement is a core part of who I am. I coached baseball and softball with Grant County Little League from 2007 to 2020 and served on the board for several years. Today, I remain active as a member of the Williamstown Kiwanis Club, the Grant County Chamber of Commerce, and Mt. Olivet Christian Church.
As a Grant County native and 1995 graduate of Grant County High School, I’m honored to serve individuals, families, and businesses throughout Grant County and the surrounding areas. I look forward to helping you build a financial future that reflects your goals and values.
Address
1116 Fashion Ridge Road
Dry Ridge, KY 41035