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

  • January 10, 2022

    5 New Year’s Resolutions to Keep You Financially Fit in 2022

    Examining these five key considerations every January will help put you in the best position to stay financially fit in the new year.

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  • December 27, 2021

    Getting Real About Retirement Risks and Rewards

    Explore some holistic financial planning opportunities, as well as risks, that may potentially arise in early, semi, and later retirement.

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  • December 14, 2021

    Buckingham Advisors Honored as Ingram’s Local Heroes

    We’re pleased to share that Buckingham advisors Kelly Hokanson and Stephanie Guerin have been honored as 2021 Kansas City business magazine Ingram’s Local Heroes.

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