Disciplined Investment Management

Evidence-based strategies designed for long-term growth and stewardship.

Schedule your consultation Call with questions

Investment Strategies Built Around You

Investment management should reflect your goals, time horizon, and comfort with risk, not a one-size-fits-all approach.

At Evergreen Financial Group, we create personalized investment strategies designed to support long-term growth while managing risk thoughtfully.

    
 
 
       Posted on Google  
   
   Karen Amende 
 May 17, 2026
 
 
 Trustindex verifies that the original source of the review is Google. We are extremely pleased with the service provided by Tim, and now also, Luke of Evergreen Financial Services.  Not only do they provide investment services for our particular comfort risk, but they also guided us through preparing a financial plan.  That's been extremely valuable.  We looked at the whole picture instead of just our bank account!  Tim and Luke are both so patient, kind and helpful, besides being really knowledgeable.  We've enjoyed working with them and plan to continue.  We'd recommend Evergreen to any of our friends!
  
 
      Posted on Google  
   
   Lynn Lunde 
 November 6, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Tim is very knowledgeable and cares deeply about the well-being of his clients.  He goes above and beyond to research when we have questions, and has provided valuable advice to us on numerous occasions.  We have total trust in Tim and his organization, and are thankful for his guidance as we seek to be good stewards of all God has gifted us with. I would highly recommend him.
  
 
      Posted on Google  
   
   Stasi Brown 
 June 27, 2025
 
 
 Trustindex verifies that the original source of the review is Google. We have been with Evergreen for a couple of years, and have been extremely satisfied with Tim and his team. They are professional, trustworthy, knowledgeable, and committed to finding the best pathway to our goals, which they continue to do a great job at. We highly recommend Evergreen!
  
 
      Posted on Google  
   
   Priscila Hoover 
 June 20, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Our family has been working with Evergreen Financial Group for almost 5 years now, and we couldn't be happier with the knowledge and assistance this group has brought to our financial planning. Tim and his team make sure we are been lead through a successful path always looking for the most suitable options to achieve our family goals.
  
 
      Posted on Google  
   
   Joshua Fitch 
 May 15, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Love Evergreen Financial Group! Taking us places financially we couldn't have gotten on our own!
  
 
      Posted on Google  
   
   Luke Hudson 
 November 19, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Working with the team at Evergreen Financial Group has been a fantastic experience. Tim and Luke bring exceptional knowledge and expertise to the table, making financial planning feel easy and approachable. Their thoroughness and professionalism are second to none. From investment strategies to practical applications, their insights have been invaluable. What stands out most is their willingness to share their knowledge openly, ensuring we feel empowered and well-informed as clients. It’s clear they genuinely care about their clients' success. We love working with the team at Evergreen Financial Group and highly recommend them to anyone looking for expert financial guidance.
  
 
      Posted on Google  
   
   Denise Prescott 
 November 15, 2024
 
 
 Trustindex verifies that the original source of the review is Google. I have been working with Tim for the past 7 years and can say that he is the best financial advisor I have ever had.  Not only is he well informed, but he genuinely cares about doing what is best for his clients.  I especially appreciate his patient and kind manner when explaining the more complicated aspects of my portfolio.  I highly recommend him.
  
 
      Posted on Google  
   
   Mary Anderson 
 November 14, 2024
 
 
 Trustindex verifies that the original source of the review is Google. I have worked with other good financial planners, but I like Evergreen because they "get" me.  They work from biblical principles to manage my resources so that I can give more to bless others and my family.  They communicate well and timely, and have added education information that's been helpful such as information on Social Security, estate planning and more.  I'm grateful to be with Evergreen.
  
 
      Posted on Google  
   
   gigi wolfe 
 November 7, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Appreciate attention to detail.   He has lots of experience as well as  many helpful suggestions to make the best of my investments and tax situation.   Very grateful!
  
 
  
  
 
 
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All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Evergreen Financial Group gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.

Our Investment Philosophy

We focus on disciplined, goal-driven investing that emphasizes:

Diversification across asset classes

Alignment with your risk tolerance and objectives

Long-term perspective through market cycles

Ongoing monitoring and rebalancing as needed

Every investment strategy is integrated with your retirement, tax, and estate plans to ensure consistency across your finances.

Ongoing Guidance and Oversight

Markets change, and life changes too. We provide ongoing portfolio review and guidance so your investment strategy continues to support your goals over time.

Invest with Purpose and Confidence

Your investment strategy should support your goals through every market environment. With personalized guidance and ongoing oversight, Evergreen helps ensure your investments stay aligned with what matters most to you.

Schedule a conversation to discuss an investment approach designed around your goals, risk tolerance, and long-term vision.

Meet with an Advisor

Disciplined Investment Management

Investment Strategies Built Around You

Our Investment Philosophy

Diversification across asset classes

Alignment with your risk tolerance and objectives

Long-term perspective through market cycles

Ongoing monitoring and rebalancing as needed

Ongoing Guidance and Oversight

Invest with Purpose and Confidence

Company

Services

Serving In-Person:

Serving Virtually: