Advisor at Evergreen Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Evergreen Financial Group
Location
West Jordan, UT
Credentials
CFP®
Industry experience
9 years
We are an independent, comprehensive, fee-only wealth management firm specializing in Christian families who love the outdoors. We work with many people from all walks of life, from young professionals to current and future retirees, to church staff members. We aim to educate our clients on Christian-based financial principles and partner with them as a guide in stewarding of God’s resources.
Based on Evergreen Financial Group
Tiered AUM fee structure starting at 1.2%
West Jordan, UT
Utah
Evergreen Financial Group LLC
2025 - Present (1 year)
The Well Church
2025 - Present (1 year)
Mercer Global Advisors Inc.
2023 - 2025 (2 years)
Mercer Global Advisors Inc
2021 - 2023 (2 years)
Mercer Global Advisors Inc.
2018 - 2021 (3 years)
UnEMPLOYED
2018 - 2018 (1 year)
TD AMeritrade
2018 - 2018 (1 year)
Scottrade
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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