Buckingham Strategic Wealth is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial advice in Bend, 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 wealth management team has been serving families and business owners in Bend, Ashland, and surrounding areas since 1999. Give our financial advisors a call today!
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Hours
Regular Hours
Mon:
Tue - Fri:
Sat - SunClosed
Services/Products
asset management business owner financial planning comprehensive wealth management, estate and trust planning financial planning investment planning net worth development retirement planning tax planning
Categories
Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service
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