Ashland

Proudly Serving Oregon

Ashland

696 Mistletoe Rd
Ashland, OR 97520

Stunning fall foliage in Ashland State Park, capturing the essence of autumn
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.
Stunning fall foliage in Ashland State Park, capturing the essence of autumn

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.

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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • July 15, 2024

    5 Ways to Plan For Estate Tax Law Changes

    The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.

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  • July 10, 2024

    Quarterly Outlook: Inflation Eases, Recession Risk Falls

    Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

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  • July 01, 2024

    Selecting Individual Stocks? 4 Questions to Consider

    Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?

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