Our History

Our Evergreen Roots Run Deep: Evergreen's roots stretch to the 1950s, when our affiliated CPA firm Alten Sakai & Company was founded. To complement and strengthen Alten Sakai's tradition of forward-thinking client care, its partners launched Evergreen Financial as an independent Registered Investment Advisor firm in 2004, managed by Nelson Rutherford, CPA/PFS, CFP®.

Grounded in our roots but focused on the future, our vision remains clear: To anticipate our clients' next most important requirements in their careers and their lives; to lead the way, with informed answers, creative solutions and enthusiastic care.

More About Alten Sakai: As a member of the greater Portland community since 1950, Alten Sakai is proud to appear today in the Business Journal Serving Greater Portland annual listing of the area's top 25 accounting firms. Its early partners Irv Alten and Bill Sakai established the firm's vision for providing complete personal and business planning, tax & accounting services. Evergreen Financial is one more way our dedication to well-rounded financial care continues to thrive today.