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
- 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 planning, tax planning, education planning, charitable giving, and health and insurance planning.
How does Focus Partners Wealth charge for its financial advisory services?
They operate as a fee-only fiduciary firm, charging fees based on a percentage of managed client assets annually, with no commissions or financial product sales involved.
What makes Focus Partners Wealth different from other financial advisory firms?
Their approach is evidence-driven, relying on scientific, peer-reviewed research and collective advisor experience, prioritizing client needs above assets managed as a fiduciary.
Does Focus Partners Wealth specialize in any specific areas of financial planning?
Yes, they specialize in areas like divorce planning, 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?
They cater to individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a white-glove wealth management experience with complex financial needs.
What are the office hours of Focus Partners Wealth in Burlington?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Where is Focus Partners Wealth located and how can I contact them?
Their office is at 320 North 3rd Street, Suite 501, Burlington, IA 52601, USA. You can reach them by phone at +1 888-758-6792 or visit their website at https://wealth.focuspartners.com/
Are there any financial service providers near Focus Partners Wealth for additional support?
Yes, nearby financial service providers include Acuity Financial, Edward Jones, and Securian Advisors, which clients can visit for complementary insurance, investing, and financial advising needs.
What nearby amenities can clients visit before or after their appointment at Focus Partners Wealth?
Clients can enjoy nearby spots like Beancounter Coffeehouse and Drinkery for coffee, Tastefully Yours Bistro for meals, or The Washington music venue for entertainment.
How can Thrive University, located near Focus Partners Wealth, be a resource for clients?
Thrive University, a nearby education and financial service provider, can offer clients educational opportunities and financial advice relevant to their wealth management and planning goals.