Buckingham Strategic Wealth is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning in Ashland, Oregon. Our 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 financial advisors have been serving families and business owners in Bend, Ashland, and surrounding areas since 1999, give our wealth management company a call today!

Services:

comprehensive wealth management

asset management

retirement planning

financial planning

estate and trust planning

net worth development

investment planning

tax planning

business owner financial planning

Buckingham Strategic Wealth, financial planner, listed under "Financial Planners" category, is located at 696 Mistletoe Rd Ashland OR, 97520 and can be reached by 5414883800 phone number. Buckingham Strategic Wealth has currently no reviews.

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2,044.64 mi away 4 hours and 42 minutes by plane

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Frequently Asked Questions about Buckingham Strategic Wealth

Is Buckingham Strategic Wealth open on Sunday or Saturday?

Buckingham Strategic Wealth is closed on Sunday and Saturday.
Buckingham Strategic Wealth is open Mon-Fri 8:30 AM-5:00 PM.

Who is your ideal client?

With a tailored, evidence-driven approach to investing, advising and financial strategies, Buckingham caters to clients who desire a white-glove money management experience. We offer services for individuals, families, retirement plans, institutions, endowments and medical practice owners with complex financial needs.

Do you specialize in any specific area of wealth management?

Multi-faceted, intricate and complicated situations require next-level wealth management from highly trained and experienced professionals, and we are here to help. We are constantly evolving, refining and growing our comprehensive list of specialties. Currently, our menu includes: • Planning Through Divorce • LGBTQ Financial Planning • Special Needs Planning • Practice-Integrated Wealth Management • Faith-Based Wealth Management • Sudden Wealth

What makes Buckingham different?

Our data-driven, customized strategies are based on decades of scientific, peer-reviewed research, not intuition. Buckingham’s evidence-driven approach to investment and planning, the vision of our thought leaders and the shared knowledge and collective experience of our advisors are key components of our unique approach to wealth management. We are motivated not by how many assets we manage, but how many lives we improve. Plus, as a fiduciary, we personally and legally pledge to always put our clients’ needs first.

How do you charge for your services?

Buckingham has proudly been a fee-only fiduciary management firm since we opened our doors nearly 30 years ago. This means we sell no financial products and receive no commissions from any source. Instead, we’re solely in the business of advice. Our fees from clients are based on a percentage of our managed client assets in any given year and cover all our investment management and financial planning services.

What services do you offer?

Our extensive service offerings include comprehensive wealth management, asset management, retirement plans and institutional advisor services: • Net Worth Development • Retirement Planning • Estate & Trust Planning • Investment Planning • Business Owner Planning • Tax Planning • Education Planning • Charitable Giving • Health & Insurance Planning For more complex challenges, we have experienced team members who focus on integrated tax solutions, specialty practice areas and business solutions.

Buckingham Strategic Wealth - Ashland, OR 97520 - (541)488-3800 | ShowMeLocal.com

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Buckingham Strategic Wealth

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