Proudly Serving Oregon
700 Mistletoe Rd.
Ashland, OR 97520
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