Buckingham Strategic Wealth

About
- ApproachChanging your life with one simple promise.
- Investment StrategyInvesting with evidence is investing with confidence.
- Business ModelBuilding a team around you.
- AlliancesCollaborating with a wide range of strategic partners.
Services
- Individuals and FamiliesYour financial well-being is about more than investments – so we’ll take a look at your total financial picture to help you find peace of mind.
- InstitutionsWe’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.
- Plan SponsorsAs an independent fiduciary partner, we help you secure and increase the value of your company’s retirement plan.
- Dental Practice OwnersYou face unique financial challenges at every stage of your career. We provide the clear, unbiased advice you need to succeed on your terms.
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Proudly Serving

Portland

Buckingham Strategic Wealth Portland offers holistic wealth management and advanced planning solutions through advisor relationships founded on personal trust and integrity. Our clients include executives, professionals, business owners, retirees and their families, along with corporate retirement plans, endowments and foundations. We understand each client has a unique set of objectives and we take the time to get to know each one personally – their hopes, their goals and their story. We partner with our clients to help them capitalize on new opportunities, navigate complex financial challenges, minimize risk and provide a disciplined, academically based investment experience.

The Portland team joined Buckingham in 2020 through its acquisition of Confluence Wealth Management. We have been serving as trusted advisors to clients in the area since 2011 and pride ourselves on our proactive and comprehensive approach to wealth management. Thanks to a blend of specialized technical skills and highly personalized service, our clients receive the guidance they need and the focus they deserve. Whether you’re engaging us to work on a singular project or for ongoing wealth management services, you can trust that our only concern is helping you meet your goals.

Our Services

Wealth Management
Financial Planning
Tax-Efficient Strategies
Risk Management Strategies
Social Security Optimization Strategies
Retirement Planning

Retirement Plan Services
Educational Planning
Estate Planning Collaboration
Wealth Transfer
Charitable Giving
Multigenerational Legacy Planning

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Your Portland Team

your portland team

Our Buckingham Portland team believes your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term plan. Every advisor is a fiduciary, so our clients can be confident that we provide objective, long-term financial advice that helps them achieve peace of mind about their financial future. Buckingham’s national network of financial planning and investment specialists serve as additional support to ensure the strategies we employ address every intricacy of our clients’ financial lives. We also collaborate with other key professionals, such as attorneys and CPAs, and work as a team to find solutions and provide the best possible wealth management strategy.

Portland

1211 SW 5th Avenue, Suite 1200
Portland, OR 97204

503.221.7595

info@buckinghamgroup.com

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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.