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
Focus Partners Wealth
2000 South Patrick Drive, Satellite Beach, FL
32937, United States
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 wealth management, asset management, retirement planning, estate and trust planning, investment planning, tax planning, business owner financial planning, and more to help clients manage their financial future.
How does Focus Partners Wealth charge for its advisory services?
Focus Partners Wealth operates as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets without receiving commissions, ensuring advice is solely in the client's best interest.
What makes Focus Partners Wealth unique compared to other financial advisors?
Focus Partners Wealth uses data-driven, evidence-based investment strategies, and their fiduciary advisors legally pledge to prioritize clients' needs, focusing on improving clients' lives rather than just managing assets.
What specialization areas does Focus Partners Wealth provide?
Specialties include planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth planning to address complex client situations.
Who are the ideal clients for Focus Partners Wealth's services?
Ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking personalized, evidence-driven wealth management and financial planning.
What are the office hours for Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:30 AM to 5:00 PM, and closed on Saturdays and Sundays.
Do I need an appointment to consult with Focus Partners Wealth?
Yes, appointments are required to meet with advisors at Focus Partners Wealth to provide personalized financial planning services.
What nearby professional services could clients visit before or after meeting Focus Partners Wealth?
Clients might find it convenient to visit nearby professionals like Trina W Downey CPA for accounting and trust services or tax services at Downey Trina W CPA to complement their financial planning.
Are there nearby healthcare services close to Focus Partners Wealth?
Yes, nearby healthcare options include Christie Dental, Askeland Daryl E DDS, Manoj K. Patel, DDS, and Indian Harbour Beach Oral Surgery & Dental Implants, helpful for clients needing dental or medical services before or after their visit.
What other nearby local businesses might be of interest when visiting Focus Partners Wealth?
Nearby businesses such as Gold Star Property Management, Mindful Esthetics spa, and Clipperton Co. pub offer property management, relaxation, and dining options that clients might enjoy around their appointment.