Evergreen Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evergreen Financial Group provides investment management, ongoing and project-based financial planning, and employee benefit plan consulting to individuals, high‑net‑worth clients, and nonprofit or organizational sponsors. The firm’s brochure also notes it has recently added tax preparation coordination as an advisory service and offers portfolio oversight for “held-away” accounts such as 401(k)s and 529 plans.
The firm emphasizes a primarily passive investment approach informed by fundamental and cyclical analysis, building asset‑class portfolios using index funds and periodically employing third‑party or outside managers and TAMPs where appropriate. It also offers digital‑asset strategies through a specialist platform (Arbor Digital) with BitGo custody, and uses an account‑linking service (Pontera) to implement changes in held‑away accounts.
Compared with peers, Evergreen discloses the use of third‑party ratings in its public materials, a practice that is uncommon among similar supported firms. It also combines traditional planning and investment services with organizational group programs (including offerings geared to church staff and employee‑benefit plans) and expressly limits digital‑asset allocations—typically to a small percentage of a client’s net worth—while relying on custodial solutions tailored for crypto custody.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Financial Plan Creation ($500 - $4,500) and Project-Based Financial Planning ($500 - $10,000)
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.45%
Hourly Financial Planning engagements offered at $300 per hour
Ongoing Financial Planning Services quarterly fee $300 - $3,000
Minimum fee: Employee Benefit Plan Services minimum annual fee of $3,000 Fee-only: Financial Planning fees: $500 - $4,500 for Financial Plan Creation; Project-Based Financial Planning fees $500 - $10,000; Hourly Financial Planning fee $300/hour; Ongoing Financial Planning quarterly fees $300 - $3,000 (based on hours)
Main office
See officeBillings MT
Advisors at this office
2
Most active in
Montana · Utah · Wyoming
Also doing business as
Evergreen Financial Group · Evergreen Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Luke A
Series 65
Billings, MT
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.
Stephen B
CFP®
West Jordan, UT
Evergreen Financial Group
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 B
CFP®, Series 63, Series 66
Billings, MT
Evergreen Financial Group
Timothy Bauer is a CFP® with 15 years of industry experience, currently serving as an advisor at Evergreen Financial Group in Billings, MT. His prior experience includes roles at TD Ameritrade and Scottrade. Outside of financial advising, he is the owner and managing member of 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 employs a primarily passive investment approach, incorporates tax preparation coordination, offers portfolio oversight for held-away accounts, and provides limited digital-asset strategies through specialist platforms.
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