Billings, MT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Evergreen Financial Group
Supported
Firm-wide stats for Evergreen Financial Group
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.
Based on Evergreen Financial Group
Expertise
Based on Evergreen Financial Group
Location
Billings MT
Advisors at this office
2
Advisors at this office
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.
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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