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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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Hourly Fee: $225+/hr
  • Assets Under Management: 1.00%

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