Buckingham Strategic Wealth
Forever standing on the side of our clients.
Buckingham Strategic Wealth is a fee-only, fiduciary wealth management firm providing comprehensive financial planning, investment management and holistic wealth planning to help clients build and protect their wealth through life’s transitions. Our highest aspiration is to help our clients fulfill their financial dreams. Our advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.
One of the most rewarding parts of Ann Laferriere’s role as a wealth advisor is when she can put her to-do list to the side and dive deeply into a client’s situation. She finds great satisfaction in finding a kernel of information or developing a strategy that results in improving someone’s financial life. Ann believes no two clients are the same, and she works to understand the financial goals and concerns that are specific to each. Then, she works with them to devise comprehensive but customized wealth management strategies that evolve as their life does, allowing her to create lasting relationships.
Ann began her career in financial services with Raymond James in 1999, and a year later, she founded Griffon Financial Planning, Inc. As owner and president, her focus ran the gamut from researching economic trends and investment strategies, creating retirement plans, marketing, compliance and everything else required to run a growing, high-quality service business. Griffon joined Buckingham in 2019.
Ann has earned the Certified Financial Planner™ designation. She is a member of The National Association of Personal Financial Planning, the nation’s leading organization of fee-only financial planners, and the Financial Planning Association, the largest organization of professionals dedicated to championing financial planning. Ann’s insights have been featured in prominent publications such as The Wall Street Journal, The Washington Post and The Oregonian.
Active in her community through social justice work. A native Oregonian, Ann lives in Bend. Outside of work, she enjoys fly fishing, mountain biking, skate skiing, cooking, and traveling.
Ann Laferriere is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Experience is everything.
Imagine having the freedom to focus your time and attention on the things that give you energy. We have spent decades closely following the market, economy, tax strategies and planning topics—so you don’t have to. Buckingham Strategic Wealth helps individuals, businesses, nonprofits and retirement plans owners achieve their most important life and financial goals by building holistic, evidence-based wealth plans.
First, we embark on a personal discovery process to uncover what’s important so we can DESIGN a plan customized to address your deepest wants and needs.
With academic research and financial science as the foundation, we BUILD a plan that’s the perfect fit, with distinct objectives and attainable action items.
Then, we PROTECT your plan by checking in to measure progress toward your goals and adjust as needed.
We are enthusiastic, unapologetic advocates of evidence. Your dreams and passions are too important to leave up to chance. Our offices serve as think tanks, where a kinetic mix of intelligence and diverse professional experience come together to benefit our clients.
We love working with data. Then those insights are put into play. We construct our portfolios out of diversified stock funds; high-quality bonds; and, in some cases, alternative investment strategies. We help you control what you can in your portfolio: taxes, fees and risk.
In addition to being fiduciaries who always work in your best interest, we are proudly fee-only. We do not receive compensation or commission for selling products. This model ensures we are always on the same side as our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Efficient Investing
- Estate planning
- Risk Management
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Multiple Generation Families
- Female-led Households
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Meeting
Professional Designations & Affiliations
Ann Laferriere is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ann Laferriere is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Ann Laferriere
780 NW York Dr
Bend, OR 97703
700 Mistletoe Rd.
Ashland, OR 97520