Proudly Serving Oregon
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.
- 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