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.
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Enjoy some of our latest resources
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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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