Bend

Proudly Serving Oregon

Bend

1777 SW Chandler Ave
Suite 205
Bend, OR 97702

Captivating waterfall in Bend Oregon, captured during a warm summer day

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.

The Bend office's mailing address is the St. Louis, MO office, which is located at 8182 Maryland Ave., Ste. 500, Saint Louis, MO 63105.

Captivating waterfall in Bend Oregon, captured during a warm summer day

Hear what makes us different.

Discover what inspires the Bend team to provide a highly personalized experience for each client’s unique needs and goals.

Dig even deeper.

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

  • June 03, 2024

    Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought

    Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.

    Read the article
  • May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

    Read the article
  • May 01, 2024

    Can an Actively Managed Mutual Fund Beat its Benchmark?

    Chief Investment Officer Kevin Grogan explains what an actively managed mutual fund is and how these funds track their performance against indexes.

    Read the article