Evergreen Financial Group

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Total assets under management

$29,515,583

Total clients

22% high-net worth

Total advisors

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

Average account size

$719,892

Client services

Financial planning Portfolio management Selection of other advisers

Main office location

Evergreen Financial Group

Billings MT, United States

Number of offices

Most active in

Montana · Utah · Wyoming

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website (406)272-2828

Advisors at this firm

Stephen B

CFP®

West Jordan, UT

Evergreen Financial Group

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.

General retirement planning Christian Faith Based Gen Y/Millennials (Born 1980-1995)

Luke A

Series 65

Billings, MT

Evergreen Financial Group

Timothy B

CFP®, Series 63, Series 66

Billings, MT

Evergreen Financial Group

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