Ashland
Proudly Serving Oregon
Ashland
696 Mistletoe Rd
Ashland, OR 97520
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.
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.
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
-
January 06, 2025
The Top Investing Questions for 2025
How low will rates go, how might the new administration’s policies affect the economy, and will the U.S. stock market continue its impressive climb? Explore the top investing questions for the year ahead and the potential implications for your portfolio.
Read the article -
December 16, 2024
Student Loan Repayment Outlook: What You Need to Know
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year.
Read the article -
December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
Read the article