Bend
Proudly Serving Oregon
Bend
1777 SW Chandler Ave
Bend, OR 97702
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.
The Bend office's mailing address is the St. Louis, MO office, which is located at 8182 Maryland Ave., Ste. 500, Saint Louis, MO 63105.
Enjoy some of our latest resources
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June 05, 2023
Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
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May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
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May 08, 2023
Private Equity and the Fear of Missing Out
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.
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