Ashland

Proudly Serving Oregon

Ashland

696 Mistletoe Rd
Ashland, OR 97520

Stunning fall foliage in Ashland State Park, capturing the essence of autumn
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.
Stunning fall foliage in Ashland State Park, capturing the essence of autumn

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.

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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • September 09, 2024

    What to Know About the New RMD Regulations

    Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.

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  • August 26, 2024

    5 Reasons to Start Succession Planning for Your Business

    Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.

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  • August 12, 2024

    Top Estate Planning Mistakes to Avoid

    A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

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