Serial fintech pioneer Harris will share how high-net-worth individuals and families in the Dallas-Ft Worth Metroplex can take advantage of multiple advanced tax strategies to reduce, or in some cases, eliminate taxes

Evergreen Wealth:

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Serial fintech entrepreneur Bill Harris, founder and CEO of Evergreen Wealth, a digital technology-driven, next-generation RIA, former CEO of PayPal, former CEO of Intuit, and founding CEO of Personal Capital, a wealth management firm he started and grew to $23 billion in assets.

WHAT: “Save the Date” to join serial fintech entrepreneur, Bill Harris, former CEO of PayPal, former CEO of Intuit, and founder of Personal Capital, to discuss his latest venture, Evergreen Wealth, a digital, next-generation Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth for themselves and their families. The company recently launched with more than $100 million in assets under management.

Evergreen Wealth is built on the learnings from Harris’s previous ventures and leadership — PayPal (financial technology), Intuit and TurboTax (taxes) and Personal Capital (investment management) — to create a next-generation wealth advisory firm that integrates human guidance with intelligent technology that delivers higher after-tax performance for high-net-worth individuals and their families.

WHO: Bill Harris, Founder and CEO of Evergreen Wealth, a digital technology-driven, next-generation RIA, former CEO of PayPal, former CEO of Intuit, and founding CEO of Personal Capital, a wealth management firm he started and grew to $23 billion in assets. Harris will be joined by Andrew Leneve, who leads Evergreen Wealth’s Dallas office. Leneve spent more than 15 years working at Fisher Investments, where he led client service and sales for the organization. He will share his perspective on how Evergreen Wealth is delivering hyper-personalized advice and building trusted relationships with its clients.

WHY: Evergreen Wealth is the next generation of wealth management, a modern financial advisor purpose-built for today’s affluent and high-net-worth families. High-net-worth investors, including those with earned or inherited assets, and their families who are interested in multiple advanced tax strategies that can reduce or, in some cases, even eliminate tax.

WHEN and WHERE:

• Thursday, October 23, 2025, from 2:00 pm – 3:30 pm at The Joule Hotel in downtown Dallas, followed by drinks, light bites and networking from 3:30 pm – 4:30 pm

PRESS RSVP & INTERVIEWS: Accredited press are invited to schedule an interview with Bill Harris on Thursday, October 23, either before the event at The Joule or onsite at the event. Accredited media are kindly requested to RSVP and to register their interest and/or request an interview at evergreenwealth@wearemgp.com.

HIGH-NET-WORTH INVESTORS’ RSVP: High-net-worth investors and senior executives with a minimum of $250,000 in investable assets are encouraged to request an invitation to the Evergreen Wealth event at The Joule in downtown Dallas. Attendees will receive a complimentary iPad as a thank you for attending the event. Please email evergreenwealth@wearemgp.com to request a personal invitation. Please note that space is limited and subject to pre-approval and availability.

About Evergreen Wealth

Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine.

Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more.

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