Financial Advisor in Billings, Montana

Your Local Christian Financial Advisor in Billings, Montana—Serving Christian Families who Love the Outdoors

Church leaders are planning financial opportunities for staff and congregation within the Church Stewardship program.

What is
Financial Planning?

Financial planning is a word that is commonly thrown around. Many underestimate its importance in our personal and spiritual lives but it’s no doubt that our finances need proper stewardship and attention to achieve the success we desire.

If you are dealing with the constant balance of stewarding your finances, spending time with loved ones, and enjoying time in the wonderful Big Sky Country of Montana, you’re not alone. At Evergreen Financial Group, our Billings financial advisors share the same passion for our Billings community and desire to help you bring your faith, finances, and enthusiasm for the outdoors into a single, unified vision.

    
 
 
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   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!
  
 
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   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.
  
 
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   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!
  
 
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   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.
  
 
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   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!
  
 
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   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.
  
 
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   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.
  
 
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   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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What You Can Expect

Discovery Meeting

We’d love to meet you! In our Discovery Meeting, our agenda is simple: learn more about you. Your financial needs are as unique as you are, so we will build our conversation—and your financial plan—around you.

Making a Decision

After we get to know each other, we can decide on working together. We value transparency and trust, taking each step at your own pace.

Implementation

Once we’ve agreed on a mutual goal, our financial advisors in Billings, MT will chart the course forward toward achieving your financial goals!

Experience the Difference

What Sets Us Apart

A Trusted Guide, Not Just an Advisor
On this journey, we want to be your guide. We’re with you every step of the way and are just as invested in your success as you are. Working together towards a mutual goal is how we achieve success.
Purpose-Driven Stewardship
We believe we are stewards of everything God has given us. Whether it’s your faith, family, or our Billings community, our goal is to help you align your resources to what you value most.
Integrity
Integrity is crucial to any relationship, especially when dealing with finances. “Integrity means that you are the same in public as you are in private.” – Joyce Meyer.

Experience the Difference

We provide Christian financial planning services in Montana, Wyoming, Utah, and Idaho.

Delivering Results,
Not Promises

At Evergreen Financial Group, our Billings christian financial planning team will help you every step of your financial journey, this is a commitment you make to your future self. Whether it be everyday financial stability or leaving a legacy you are proud of, we’re here to help you—your goals are our priority.

If you’re ready to take that next step for a better tomorrow, we’d love to hear from you. Schedule a call with us today and meet our financial advisors in Billings, MT!

Book a Call With Us Today

Chat With A Financial Advisor Today

No matter what season you’re in, our financial advisors can help. We have experience in planning, investing, retirement, debt management, insurance review and more.

Get In Touch

Financial Advisor in Billings, Montana

What is
Financial Planning?