Proudly Serving Oregon

Bend

Buckingham Strategic Wealth’s Oregon team builds lasting relationships by learning about our clients’ needs and concerns and then addressing them through custom, comprehensive wealth management plans. We provide objective advice based on each specific financial situation, and we continually work with clients to help them make informed decisions and keep them on track to meet their goals.

Our team has been serving families and business owners in Bend, Ashland and surrounding areas since 1999, previously as Griffon Financial Planning, Inc. before joining Buckingham in 2019. Today, we tap into Buckingham’s vast resources, investment research and educational tools while maintaining the highly personalized service we’ve always delivered to every client we serve.

Our Services
  • Wealth Management
  • Retirement Plan Services
  • Financial Planning
  • Education Planning
  • Insurance Analysis
  • Fixed Income Portfolio Creation
  • Tax-Efficient Strategies
  • Estate Planning
  • Business and Succession Planning
  • Coordination with Other Consultants (CPA, Attorney)
  • Wealth Transfer
  • Charitable Giving
  • Multigenerational Legacy Planning
Contact a Bend Advisor

Your Bend and Ashland Team

As fiduciaries, we are committed to doing what’s in the best interest of our clients. That means no selling, no commissions, no conflicts of interest — just solid, long-term financial advice.

Our team, led by Wealth Advisor Ann Laferriere, CFP® collaborates with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address every intricacy of our clients’ financial lives.

Bend

780 NW York Dr., Suite 105
Bend, OR 97703
541.317.1617
info@bamadvisor.com
Directions
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We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.