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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
--
- CRD
- #8196466
STEPHEN JOEL BAUER
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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