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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-17-2021
- Office Locations
- 2
Office Locations
About Evergreen Financial Group
Evergreen Financial Group is a faith-based, fee-only RIA providing comprehensive financial planning and investment guidance for outdoor enthusiasts and other values-driven households. The firm aligns financial decisions with Christian stewardship and supports retirement planning, debt management, and insurance reviews. Portfolios are implemented primarily with ETFs, with custody available via Charles Schwab and Altruist, and the team is listed on XY Planning Network and NAPFA.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 42 clients, or 14 clients per representative. That equates to $702.8K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Evergreen Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY MARK BAUER
Chief Compliance Officer, FOUNDER, President
- CRD
- #5558662
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Luke Anderson
Associate Planner | Operations Manager
- CRD
- #8196466
STEPHEN JOEL BAUER
Financial Planner | Portfolio Manager
- CRD
- #6603821
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,515,583 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,515,583 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Evergreen Financial Group has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.