Portland
Proudly Serving
Portland
1211 SW 5th Ave
Portland, OR 97204
![Hawthorne Bridge leading into downtown Portland under a picturesque sunset](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/portland.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370935&s=c0dc1ad60a729a856992521aaa270eec)
![Hawthorne Bridge leading into downtown Portland under a picturesque sunset](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/portland.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370935&s=c0dc1ad60a729a856992521aaa270eec)
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Your Portland Team
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Kathleen Kee
CFP®
Senior Wealth Advisor
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Carmen Wong
JD, CFP®
Wealth Advisor
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Josh Cepeda
CFP®
Wealth Advisor
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Ryan Berning
CFP®
Wealth Advisor
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Travis Harper
CFP®, CRPC®
Wealth Advisor
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Jennifer Saunders
Client Relationship Specialist
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AJ Cheang
Associate Wealth Advisor
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Tori Trosset
Associate Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Kilee Van Driel
Client Relationship Specialist
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Lauri Manning
Client Relationship Specialist
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
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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.
Read the article -
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.
Read the article -
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?
Read the article