Ashland

Proudly Serving Oregon

Ashland

700 Mistletoe Rd.
Suite 205
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.

Enjoy some of our latest resources

  • October 11, 2021

    Marathons & Markets: You've Trained For This!

    Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad, don’t forget—you’ve trained for this!

    Read the article
  • October 04, 2021

    Long-Term Disability Insurance: You Likely Need More Protection Than You Have

    The closer you can get to matching your current income with a long-term disability insurance solution, the more peace of mind you’ll have that, if disability should strike, you'll still be able to stay on track to reach your financial and life goals.

    Read the article
  • September 20, 2021

    Are You a Smaller, a Baller, or an Aller?

    One of the best ways to mitigate uncertainty around what federal estate taxes will look like in the future is to use today’s exemption amount now, while it’s here. Read on to understand how proposed changes to the tax rules could affect you, and what steps can help put you and your family in the best possible position to weather any changes.

    Read the article