Portland

Proudly Serving

Portland

1211 SW 5th Avenue
Suite 1200
Portland, OR 97204


Buckingham Strategic Wealth Portland offers holistic wealth management and advanced planning solutions through advisor relationships founded on personal trust and integrity. Our clients include executives, professionals, business owners, retirees and their families, along with corporate retirement plans, endowments and foundations. We understand each client has a unique set of objectives and we take the time to get to know each one personally – their hopes, their goals and their story. We partner with our clients to help them capitalize on new opportunities, navigate complex financial challenges, minimize risk and provide a disciplined, academically based investment experience. The Portland team joined Buckingham in 2020 through its acquisition of Confluence Wealth Management. We have been serving as trusted advisors to clients in the area since 2011 and pride ourselves on our proactive and comprehensive approach to wealth management. Thanks to a blend of specialized technical skills and highly personalized service, our clients receive the guidance they need and the focus they deserve. Whether you’re engaging us to work on a singular project or for ongoing wealth management services, you can trust that our only concern is helping you meet your goals.

Enjoy some of our latest resources

  • January 17, 2023

    2022’s Investment Lessons

    While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.

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  • January 17, 2023

    Economic Views: Inflation May Have Peaked as New Year Begins

    As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

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  • January 17, 2023

    2023 Planning Considerations and Strategies for Individual Taxpayers

    Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.

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