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 services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive wealth management 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 & insurance planning.
How does Focus Partners Wealth charge for its advisory services?
They operate as a fee-only fiduciary management firm, charging fees based on a percentage of managed client assets annually, with no commissions or financial product sales.
What sets Focus Partners Wealth apart from other financial advisors?
They use data-driven, evidence-based investment and planning strategies grounded in scientific research. As fiduciaries, they always put clients' needs first and focus on improving lives rather than simply managing assets.
Does Focus Partners Wealth specialize in any particular areas?
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 planning.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients include individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a personalized, white-glove money management experience.
Do I need an appointment to meet with Focus Partners Wealth?
Yes, appointments are required to consult with Focus Partners Wealth, ensuring personalized attention and planning.
Is Focus Partners Wealth accessible for clients with disabilities?
Yes, Focus Partners Wealth provides wheelchair accessible restrooms to accommodate clients with disabilities.
What are the business hours of Focus Partners Wealth?
Focus Partners Wealth is currently closed and does not have regular business hours available at this time.
What nearby facilities can I visit when coming to Focus Partners Wealth?
Nearby places include Creative Management for professional services, Dunwoody Wellness Center for spa and wellness treatments, and Lafete Chocolat cafe for desserts, offering convenient options to visit before or after your appointment.
How can nearby transit or landmarks help me find Focus Partners Wealth?
The office is located at 1370 Center Drive, Suite 202 in Atlanta. Nearby landmarks like Cowart Residential real estate and Dunwoody Wellness Center spa can help you orient yourself when visiting Focus Partners Wealth.