Evergreen Financial Group

Luke Anderson is a financial advisor with Evergreen Financial Group in Billings, MT. He holds a Series 65 designation and has three years of industry experience, all with Evergreen Financial Group. Prior to joining Evergreen, he worked in real estate-related roles. Evergreen Financial Group provides investment management, financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and nonprofit organizations. The firm uses a primarily passive investment strategy with index funds and selectively incorporates third-party managers and digital-asset strategies through specialist platforms.

We are an independent, comprehensive, fee-only wealth management firm specializing in Christian families who love the outdoors. We work with many people from all walks of life, from young professionals to current and future retirees, to church staff members. We aim to educate our clients on Christian-based financial principles and partner with them as a guide in stewarding of God’s resources.

Timothy Bauer is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Evergreen Financial Group since 2021, following roles at TD Ameritrade and Scottrade. Outside of his advisory work, he owns and manages Journey Investments, a rental property management and tenant relations company. Evergreen Financial Group provides investment management, financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and nonprofit sponsors. The firm utilizes a primarily passive investment approach with incorporation of fundamental and cyclical analysis, and offers specialized services including digital-asset strategies and portfolio oversight for held-away accounts.