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
July 26, 2021
You Have to Stay the Course to Reach the Summit
When it comes to meeting your most important financial goals, time in the market can be a significant factor.Read the article
July 16, 2021
Buckingham Talks: How Higher Taxes May Impact Your Financial Future
Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.Read the article
July 15, 2021
Creating a Charitable Legacy for When You Are Gone
Taking prudent and reasonable steps to make your ideal wishes and outcomes known can increase the odds you hit a homerun when it comes to your charitable legacy.Read the article