Eugene, OR Office
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Evergreen Wealth Partners LLC
Team
Firm-wide stats for Evergreen Wealth Partners LLC
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.
Based on Evergreen Wealth Partners LLC
Location
895 Country Club Rd, Suite A150
Eugene OR 97401
Advisors at this office
3
Advisors at this office
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.
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