Your Voice of Financial Reason

Our Alliances

Buckingham Strategic Partners

Buckingham Strategic Partners is a community of more than 140 independent wealth management firms located throughout the United States including Hawaii and Puerto Rico. An active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management, Buckingham Strategic Partners significantly elevates our profile and ability to deliver the ideas, insights and intelligence that help clients make the best decisions about their financial lives. This unique alliance also provides an unparalleled level of support, education and networking opportunities, freeing us to continuously deepen the level of individualized service we can deliver to our clients.

Dimensional Fund Advisors (DFA)

DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.

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Hood River Office

202 Oak Street
Suite 600
Hood River, OR 97031
(503) 922-3010

Directions to this location

Portland Office

10260 SW Greenburg Road
Suite 400
Portland, OR 97223
(503) 922-3010

Directions to this location