Acquisition History Leverage the recent integration of Confluence Wealth Management into Buckingham Strategic Wealth as a case study for clients seeking seamless mergers, scalable growth, and enhanced fiduciary standards in an advisor-led wealth management model.

AUM and Revenue Signal Target mid to upper-mid market financial firms seeking scale, given Confluence’s merger background and Buckingham’s national footprint, with emphasis on expanding advisory capabilities, compliance infrastructure, and back-office efficiency to support higher revenue trajectories.

Technology Footprint Offer technology modernization services to firms using the listed stack (WordPress, jQuery, PHP, analytics) to improve digital client engagement, marketing automation, and data-driven advisory workflows, aligning with firms’ needs to elevate client experience.

Market Positioning Position as a powerhouse for evidence-based investing and multi-faceted planning within a fiduciary framework to attract RIAs seeking strong brand backing, national thought leadership, and robust compliance support to differentiate in a competitive market.

Growth Opportunities Explore partnerships with firms aiming for strategic acquisitions or organic growth in Portland and beyond, highlighting Buckingham’s scale, advisor network, and governance standards as key selling points for succession planning and client retention.