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
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.Read the article
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.Read the article
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.Read the article