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As Life’s Seasons Change, You Deserve a Financial Advisor That Stands Tall


For Montana, Wyoming, UTAH and Virtually Nationwide

Fee-Only Financial Planning & Investment Management

Evergreen Financial Group is a fee-only Financial Planning and Investment firm located in Billings, MT serving clients throughout Montana, Wyoming, Utah and virtually across the country. Evergreen Financial Group  specializes in working with 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:

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Biblical Stewardship

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Purpose-Driven Investing

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Creating Healthy Relationships with Money

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Our Mission...

Similar to an Evergreen tree, we believe our financial relationships should be steady and unwavering in all seasons. Together, we build long-lasting financial relationships that flourish and grow. 

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