Evergreen Financial Group

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Evergreen Financial Group Evergreen Financial Group is an Independent, Fee-Only, Full-Service Financial Planning Firm, specializing in Christian Families who love the Outdoors.

Similar to an Evergreen tree, we believe our financial relationships should be steady and unwavering in all seasons.[1] As a fee-only financial planner/investment manager, we have a fiduciary responsibility to put our clients’ best interests first. During every step of their financial careers we guide our clients along the path to financial success and freedom. Unlike your traditional financial services firm, we redefine the typical client advisor relationship. We seek to partner with clients in ways that are modern, meaningful and long lasting. Together, we build long-lasting financial relationships that flourish and grow.


[1] ] Psalm 1:3 - That person is like a tree planted by streams of water, which yields its fruit in season, and whose leaf does not wither—whatever they do prospers.

We can't believe it's been 5 years already.Thank you to our incredible clients, partners, and team for the trust and sup...
17/02/2026

We can't believe it's been 5 years already.

Thank you to our incredible clients, partners, and team for the trust and support these first five years. To God be all the glory for His faithfulness. We look forward to many more years of growth and stewardship!

With gratitude,

The Evergreen Team
Tim, Stephen, & Luke

We’re excited to share a new blog post from Luke as he steps into an expanded role at Evergreen Financial Group.He share...
05/02/2026

We’re excited to share a new blog post from Luke as he steps into an expanded role at Evergreen Financial Group.

He shares reflections on his journey, his role at Evergreen, and why purpose driven stewardship matters in the work we do.

For nearly three years, I’ve had the privilege of serving Evergreen Financial Group as our Operations Associate, working mostly behind the scenes to help keep things running smoothly. As I now step into an expanded role as Associate Planner and Operations Manager here at Evergreen, I’d like to s...

We’re excited to share a brief team update.Luke Anderson has fulfilled the requirements to register as an Investment Adv...
08/01/2026

We’re excited to share a brief team update.

Luke Anderson has fulfilled the requirements to register as an Investment Adviser Representative. He will now be stepping into an expanded role at Evergreen Financial Group as Associate Financial Planner and Operations Manager. In this role, Luke will be able to assist more directly with client meetings and ongoing planning support.

Please join us in congratulating Luke on this milestone. Thank you, as always, for the trust you place in our team.

Happy New Year! As we step into 2026, we are reminded of these wise words from Proverbs:“Trust in the Lord with all your...
31/12/2025

Happy New Year! As we step into 2026, we are reminded of these wise words from Proverbs:

“Trust in the Lord with all your heart and lean not on your own understanding; in all your ways submit to him, and he will make your paths straight.”
—Proverbs 3:5-6

As the year begins, may we find peace and confidence in trusting God’s guidance for every new opportunity and challenge ahead.

Wishing you a blessed and joyful New Year!

In Memory of Charlie Kirk The assassination of Charlie Kirk on September 10, 2025, has shaken us all. While Charlie was ...
17/09/2025

In Memory of Charlie Kirk

The assassination of Charlie Kirk on September 10, 2025, has shaken us all. While Charlie was known for his political voice, he was also a man of faith who once said:

“I want to be remembered for courage for my faith. That would be the most important thing; the most important thing is my faith.”

We believe Charlie was a martyr for the Gospel. His life and legacy remind us that:
Our battle is spiritual, not against one another (Eph. 6:12)
God is light, and in Him there is no darkness at all (1 John 1:5)
We are called to live with compassion, forgiveness and love towards others
Though Charlie is no longer with us on this earth, his impact and the mission of Turning Point USA continue to grow. We encourage you to seek unity, truth, and faith in your own communities.

Let’s honor Charlie’s legacy by living with courage, compassion, and conviction. ✝️

Thinking about investing but not sure where to start?Jumping in without the right foundation can lead to mistakes, but w...
10/09/2025

Thinking about investing but not sure where to start?

Jumping in without the right foundation can lead to mistakes, but with the right principles in place, investing can help you reach your goals and build a lasting legacy. From understanding risk and taxes to recognizing your money habits and setting clear goals, the key is starting with a solid plan.

👉 Read our latest blog post to learn more about key investing principles.

Whether your assets are modest or significant, creating a clear estate planning checklist ensures that your family is supported and prepared.

In case you missed it — the replay of our recent webinar, Tariffs, Taxes, & Inflation: How to Protect Yourself From Risi...
12/08/2025

In case you missed it — the replay of our recent webinar, Tariffs, Taxes, & Inflation: How to Protect Yourself From Rising Costs in 2025, is now available.

In this webinar we explain how national policy trickles down to your everyday financial decisions. In it, we share practical tips to navigate taxes, inflation, and volatility.

You can access the full recording and summary using the following link: https://evergreenfinancialgroup.org/tariffs-taxes-inflation-how-to-protect-yourself-from-rising-costs-in-2025/

How Do Tariffs Impact the Economy, Inflation, and Your Taxes?Tariffs, inflation, and taxes are working together behind t...
24/07/2025

How Do Tariffs Impact the Economy, Inflation, and Your Taxes?
Tariffs, inflation, and taxes are working together behind the scenes—and it's hitting wallets in more ways than you might think. In our latest post, we break down how tariffs impact the broader economy and your personal finances, plus some practical ways to offset rising costs.

Whether your assets are modest or significant, creating a clear estate planning checklist ensures that your family is supported and prepared.

Today we celebrate the incredible freedom we enjoy—and we remember the great cost at which it was secured. We thank God,...
04/07/2025

Today we celebrate the incredible freedom we enjoy—and we remember the great cost at which it was secured. We thank God, the giver of every good gift, for the blessings of liberty, faith, and family.

Happy 4th of July!



Address


Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:30
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00

Telephone

(406)2722828

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