Bend

Proudly Serving Oregon

Bend

1777 SW Chandler Ave
Suite 205
Bend, OR 97702

Captivating waterfall in Bend Oregon, captured during a warm summer day

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.

Captivating waterfall in Bend Oregon, captured during a warm summer day

Hear what makes us different.

Discover what inspires the Bend team to provide a highly personalized experience for each client’s unique needs and goals.

Dig even deeper.

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

  • May 01, 2024

    Can an Actively Managed Mutual Fund Beat its Benchmark?

    Chief Investment Officer Kevin Grogan explains what an actively managed mutual fund is and how these funds track their performance against indexes.

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  • April 22, 2024

    The Value of a Financial Advisor: How to Consider the Costs and Benefits

    Here’s what individual investors should know when assessing the value of working with a financial advisor.

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  • April 10, 2024

    Quarterly Outlook: Economic Momentum Continues

    At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

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