Buckingham acquires $782 million RIA
Portland, Oregon-based Confluence Wealth Management was founded in 2011
Buckingham Strategic Wealth, a St. Louis, Missouri-based registered investment adviser managing $50 billion, has acquired Confluence Wealth Management, a Portland, Oregon-based RIA managing $782 million.
Terms of the acquisition, Buckingham’s sixth this year, were not disclosed.
Founded in 2011, Confluence is headed by Kathleen Kee, who will remain with the firm.
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