Buckingham Strategic Wealth

Buckingham Strategic Wealth
696 Mistletoe Rd
Ashland, OR 97520
M-F 8:30am-5pm, Sa-Su Closed

Monday: 
8:30 am – 5:00 pm
Tuesday: 
8:30 am – 5:00 pm
Wednesday: 
8:30 am – 5:00 pm
Thursday: 
8:30 am – 5:00 pm
Friday: 
8:30 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

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