Evergreen Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$397,614,405
Clients
708
Advisors
5
across 2 offices
About
Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans. The firm also offers standalone financial planning and may refer clients to unaffiliated independent managers for portions of a portfolio.
The firm follows a primarily fundamental, long‑term investment approach, constructing model portfolios that typically use ETFs, mutual funds, individual stocks, and bonds, with trading and rebalancing performed to address tax considerations, cash needs, or shifts in market conditions. Evergreen conducts ongoing monitoring and periodic formal reviews, and may implement strategies directly or through Independent Managers while accommodating client‑imposed investment restrictions.
A distinguishing feature is that Evergreen sponsors a wrap fee program that bundles securities transaction costs into its asset‑based advisory fee, a practice the firm highlights as potentially affecting trade activity and product selection and noting that its custodian does not charge transaction fees for certain ETFs and mutual funds. The firm also discloses an institutional platform relationship with its custodian, referral arrangements with third‑party managers, and that some advisory personnel hold insurance licenses, each presented as potential conflicts and addressed in its disclosure brochure.
Client services
Expertise
Fee options
$350 per hour for standalone financial planning services
Main office
See office104 Westview Park Place, Suite 100
Kalispell MT 59901
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Idaho · Minnesota · Montana · New Hampshire · Oregon · Texas · Washington
Also doing business as
Evergreen Wealth Partners LLC · Harris Financial · Willamette Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Locke B
CFP®, Series 66
Eugene, OR
Evergreen Wealth Partners LLC
Locke Bielefeldt is a CFP® with 10 years of industry experience, currently serving at Evergreen Wealth Partners LLC since 2025. He previously worked at Willamette Wealth Partners, LPL Financial LLC, and operated his own firm, Bielefeldt Financial Management, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term model portfolios primarily composed of ETFs, mutual funds, equities, and bonds, managing assets on a discretionary basis with regular reviews.
Adam C
CFP®, Series 66
Eugene, OR
Evergreen Wealth Partners LLC
Adam Coughlin is a CFP® and Series 66-registered advisor at Evergreen Wealth Partners LLC with five years of industry experience. Prior to joining Evergreen in 2025, he worked at LPL Financial LLC and held roles in retirement-focused organizations and educational institutions. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using a combination of ETFs, mutual funds, individual stocks, and bonds, with ongoing monitoring and periodic formal reviews.
Elizabeth K
Series 65
Eugene, OR
Evergreen Wealth Partners LLC
Elizabeth Kombrink is a financial advisor at Evergreen Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Evergreen, she worked in various roles including operating Community Cup Coffee and Passionflower Design. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using ETFs, mutual funds, individual stocks, and bonds, with ongoing portfolio monitoring and periodic reviews.
David M
Series 66
Kalispell, MT
Evergreen Wealth Partners LLC
David Mulnix is a financial advisor at Evergreen Wealth Partners LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Glacier Bank. Mulnix is also a licensed insurance agent in Kalispell, Montana. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily fundamental, long-term investment approach and offers ongoing portfolio monitoring and periodic reviews.
Evan H
Series 66
Kalispell, MT
Evergreen Wealth Partners LLC
Evan Harris is a financial advisor at Evergreen Wealth Partners LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2012 to 2025. Harris serves as a board member for Lighthouse Christian Home, an assisted living center in Kalispell, MT. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily fundamental, long-term investment approach.
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