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

  • November 21, 2022

    Inherited an IRA? Here’s Why Planning Distributions Early Matters

    If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

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  • November 10, 2022

    The Great Retirement Debate

    In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate.

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  • November 07, 2022

    Top 10 Things to Do Before 2022 is Over

    Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.

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