General Info

Buckingham Strategic Wealth, formerly Confluence Wealth Management, believes your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term financial plan. Our Portland financial advisors are fiduciary, so our clients can be confident that we provide objective, long-term financial advice. Our wealth management firm's network of financial planning and investment specialists serves to ensure the investment strategies we use to meet every intricacy of our client's financial lives. We also collaborate with other key professionals, such as attorneys and CPAs, and work as a team to provide the best possible wealth management strategy. Call our fee-only financial planners in Portland, Oregon, today!