Willamette Wealth Partners is a locally owned and operated financial planning service and investment management firm based in Eugene, Oregon. With over 25 years of collective experience in personal financial services, they are dedicated to fostering growth, confidence, and independence for their clients. As an LPL Financial partner, they have access to top-notch technology, investment custody, and regulatory compliance services.
Their team of certified financial planners, including Locke Bielefeldt, Adam R Coughlin, and Gary Richter, bring a wealth of expertise and a client-centered approach to help individuals pursue their financial goals through customized investment strategies and comprehensive financial planning. With a strong commitment to their community, Willamette Wealth Partners is led by Erin Ely, the branch operations manager, who has extensive experience in fundraising and event coordination for various non-profits in the Lane County community.
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