Tim Bauer
Founder | Financial Planner
Evergreen Financial Group
Fee-Only financial planner located in Billings, MT, serving clients locally and across the country
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Evergreen Financial Group 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 and fiduciary financial advisor, Tim Bauer is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.

Get to Know Tim Bauer
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.
I Can Help You With:
- 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
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Media Mentions and Industry Involvement
Tim Bauer Named to Investopedia's "100 Top Financial Advisors of 2023"
Tim Bauer is Quoted on Yahoo Finance: "Taxes 2022: Here's how to prep for this year's filing season"
Tim Bauer is Quoted in ThinkAdvisor: "Do Young, Wealthy Clients Need an Advisor? (Slide 6)"
Tim Bauer is Quoted in ThinkAdvisor: "What to Tell Clients Who Want to Play With FIRE: Advisors' Advice (Slide 8)"
Tim Bauer is Quoted on Silver Sneakers: "5 Smart Financial Habits It’s Never Too Late to Adopt"
Office Locations
100 24th St W, By Appointment Only - Billings, MT 59102