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

  • September 26, 2022

    Five Reasons Your Financial Advisor Should Review Your Will

    Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.

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  • September 07, 2022

    How To Start Strategizing for Charitable Giving Season

    Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.

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  • August 29, 2022

    How to Find an Advisor You Can Trust

    Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.

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