Business Details
About
Financial Planner
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Details
- Requires appointmentAvailable
- RestroomAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Frequently Asked Questions About Focus Partners Wealth
What services do you offer?
Our extensive service offerings include comprehensive wealth management, asset management, retirement plans and institutional advisor services:
• Net Worth Development
• Retirement Planning
• Estate & Trust Planning
• Investment Planning
• Business Owner Planning
• Tax Planning
• Education Planning
• Charitable Giving
• Health & Insurance Planning
For more complex challenges, we have experienced team members who focus on integrated tax solutions, specialty practice areas and business solutions.
How do you charge for your services?
Buckingham has proudly been a fee-only fiduciary management firm since we opened our doors nearly 30 years ago. This means we sell no financial products and receive no commissions from any source. Instead, we’re solely in the business of advice. Our fees from clients are based on a percentage of our managed client assets in any given year and cover all our investment management and financial planning services.
What makes Buckingham different?
Our data-driven, customized strategies are based on decades of scientific, peer-reviewed research, not intuition. Buckingham’s evidence-driven approach to investment and planning, the vision of our thought leaders and the shared knowledge and collective experience of our advisors are key components of our unique approach to wealth management. We are motivated not by how many assets we manage, but how many lives we improve. Plus, as a fiduciary, we personally and legally pledge to always put our clients’ needs first.
Do you specialize in any specific area of wealth management?
Multi-faceted, intricate and complicated situations require next-level wealth management from highly trained and experienced professionals, and we are here to help. We are constantly evolving, refining and growing our comprehensive list of specialties. Currently, our menu includes:
• Planning Through Divorce
• LGBTQ Financial Planning
• Special Needs Planning
• Practice-Integrated Wealth Management
• Faith-Based Wealth Management
• Sudden Wealth
Who is your ideal client?
With a tailored, evidence-driven approach to investing, advising and financial strategies, Buckingham caters to clients who desire a white-glove money management experience. We offer services for individuals, families, retirement plans, institutions, endowments and medical practice owners with complex financial needs.
What types of wealth management services does Focus Partners Wealth offer?
Focus Partners Wealth offers comprehensive services including net worth development, retirement planning, estate and trust planning, investment planning, business owner financial planning, tax planning, education planning, charitable giving, and health and insurance planning.
How does Focus Partners Wealth charge for its financial advisory services?
Focus Partners Wealth operates as a fee-only fiduciary management firm, charging clients a percentage of managed assets annually and receiving no commissions or selling financial products.
Who can benefit most from Focus Partners Wealth's services?
Their services are tailored for individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a white-glove money management experience.
Does Focus Partners Wealth specialize in any niche areas of wealth management?
Yes, they specialize in areas such as planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth.
What makes Focus Partners Wealth's approach to financial planning unique?
They focus on an evidence-driven, data-based strategy founded on decades of peer-reviewed research, ensuring clients' needs are always prioritized as a fiduciary firm.
Where is Focus Partners Wealth located?
The office is located at 801 Brickell Avenue, Suite 900, Miami, FL 33131, USA.
Is Focus Partners Wealth open for walk-in clients or by appointment only?
They require appointments for consultations and services; walk-ins are not accommodated.
Does Focus Partners Wealth have facilities accessible for persons with disabilities?
Yes, the facility includes wheelchair-accessible restrooms and other accessibility features.
Can you recommend nearby places around Focus Partners Wealth for clients to visit before or after meetings?
Clients might visit Brickell Bay Plaza, a nearby shopping center and real estate hub, or enjoy a meal at CAVA, a Mediterranean restaurant close by.
Are there nearby professional services that complement Focus Partners Wealth's offerings?
Yes, nearby are legal services like DKC and Law Offices of Patrick J. McGeehan, PA, as well as financial advising firms like Cassel Salpeter & Co., which clients might also find beneficial.