A complete list of active advisors currently associated with Evergreen Financial Group
Warmer can help you find a great advisor at Evergreen Financial Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at Evergreen Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Evergreen Financial Group's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Billings, MT
| 0
| |
West Jordan, UT
| 9
| |
Billings, MT
| 15
|
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