Tim Bauer
CFP®
Evergreen Financial Group
Founder | Financial Planner
Tim Bauer
CFP®
Evergreen Financial Group
Founder | Financial Planner
As a fee-only financial planner, my focus to offer my clients unbiased advice based on Christian-based values including Biblical stewardship, purpose-driven investing and creating healthy relationships with money. - Tim Bauer, CFP®
Fee-Only financial planner located in Billings, MT, serving clients locally and across the country
Tim Bauer is a financial planner in Billings, MT. Evergreen Financial Group LLC provides comprehensive and objective financial planning and investment management to help Christian families organize, grow and protect their assets through life’s transitions. As a fee-only fiduciary and independent financial advisor, Tim Bauer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tim Bauer is the Founder and Financial Planner at Evergreen Financial Group located in Billings, MT.
Growing up in the Bible belt of Oklahoma, I was a pastor’s kid in the church who witnessed firsthand the complexities that coincide with the day-to-day ministry, family raising and hours spent furthering the message of the Word of God.
One of the biggest needs I’ve seen is the large under education of biblical stewardship and money management principles. I started Evergreen Financial Group to help families understand how a healthy relationship with their money can lead to a lifetime of financial peace, wellness and freedom.
I graduated from Montana State University-Billings in 2005 with a Bachelor of Science degree in Business Administration – Management/Finance. I also graduated from the Pepperdine Graziadio School of Business in 2020 with a certificate in Financial Planning. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), a member of NAPFA (National Association of Personal Financial Advisors), XY Planning Network and have worked in the financial industry since 2011 helping clients at every stage of their financial lives.
When I’m not practicing financial planning or evaluating investment opportunities, you can find me spending time with family and friends in Montana and Wyoming and spending time with my wife, Kyla, and our two kids, Aleah and Kaiden.
My hobbies include hiking the Beartooths, catching big Rainbow Trout, keeping my golf ball in the fairway, Card/Board games, and Obstacle Course Racing.
Tim Bauer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission at Evergreen Financial Group is to redefine the typical client-advisor relationship in a way that is modern, meaningful and long-lasting. We are a fee-only financial planner and investment manager fiduciary specializing in Christian families including young professionals, current and future retirees, and church staff members. We aim to educate our clients on Christian-based financial values including Biblical stewardship, purpose-driven investing and creating healthy relationships with money.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Asset Consolidation and Optimization
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Young Professionals
- Business Owners and Executives
- Legacy and Charitable Oriented
- Real Estate Owners
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Subscription-Based Planning
Professional Designations & Affiliations
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Tim Bauer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Tim Bauer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Tim Bauer is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Tim Bauer is Quoted on Yahoo Finance: "Taxes 2022: Here's how to prep for this year's filing season"
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Tim Bauer is Quoted in ThinkAdvisor: "Do Young, Wealthy Clients Need an Advisor? (Slide 6)"
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Tim Bauer is Quoted in ThinkAdvisor: "What to Tell Clients Who Want to Play With FIRE: Advisors' Advice (Slide 8)"
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Tim Bauer is Quoted on Silver Sneakers: "5 Smart Financial Habits It’s Never Too Late to Adopt"
Contact Tim Bauer
Office Locations:
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100 24th St W
By Appointment Only
Billings, MT 59102
