Tim Bauer, CFP® Evergreen Financial Group LLC

About Tim Bauer, CFP®

Evergreen Financial Group is a fee-only Financial Planning and Investment Management fiduciary, specializing in Christian families including young professionals, and current and future retirees.

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.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Christian Business Owners
  • Gen X
  • Retirement Planning
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1250+/qtr
  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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