FAITH. FAMILY. LEGACY.
fee-only Financial Planning for christian

Outdoor Enthusiasts

In the rocky mountain region

Evergreen Financial Group, LLC is a registered investment advisor offering advisory services in Montana and in other jurisdictions where exempted. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk.

Tim Bauer, CFP®, CAP®

Founder | Financial Planner

Growing up in the Bible Belt of Oklahoma, I was a pastor’s kid in the church who witnessed firsthand the complexities that coincide with the day-to-day ministry, family raising and hours spent furthering the message of the Word of God.

Tim Bauer, CFP, CAP, is the founder and financial planner of Evergreen Financial Group.

Stephen Bauer, CFP®, AIF®

Financial Planner | Portfolio Manager

I have seen the stress that money can cause on a family. That experience has fueled my passion for helping others build a healthy relationship with their finances. When managed wisely, money becomes more than just a means to an end—it’s a powerful tool that can help us achieve our goals and give generously to others.

Luke Anderson

Operations Associate

My early childhood years were spent moving from state to state as my father pursued his calling in ministry. Frequent moves early on in life brought about their own set of challenges, which in turn gave me an appreciation for financial stability and preparedness. My parents modeled wise financial behaviors and the importance of giving no matter the circumstances.

Luke Anderson is the Operations Associate of Evergreen Financial Group.

    
 
 
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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!
  
 
      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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