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 financial services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive wealth management, asset management, retirement planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
What distinguishes Focus Partners Wealth from other financial advisory firms?
Focus Partners Wealth provides personalized wealth planning strategies with fiduciary advisors, emphasizing clients’ values and goals. They focus on strength, innovation, and partnership in client relationships.
What are Focus Partners Wealth's business hours?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 1605 North Convent Street, Bourbonnais, IL 60914, USA.
Does Focus Partners Wealth have accessible restrooms for clients?
Yes, Focus Partners Wealth has restrooms that are wheelchair accessible.
How can I contact Focus Partners Wealth?
You can reach Focus Partners Wealth by phone at +1 815-935-6636 or visit their website at https://wealth.focuspartners.com/.
What nearby financial services are close to Focus Partners Wealth?
Nearby financial services include Smith Koelling Dykstra & Ohm PC, SKDO (accountants), Hansen & OConnor Accounting, Faber Financial Group, and Rooted Wealth Advisors, which clients might visit for complementary financial consulting or tax preparation.
Are there any dining options near Focus Partners Wealth?
Yes, Aurelio’s Pizzeria and Aurelio’s Pizza are nearby, offering convenient food options before or after your visit to Focus Partners Wealth.
Which local medical facilities are near Focus Partners Wealth that clients might need?
Nearby medical facilities include Digestive Diseases Consultants, Center For Digestive Health, and AMITA Health Medical Imaging Bourbonnais, helpful if clients have health-related needs near their financial appointments.
Is there any nearby park or recreational spot close to Focus Partners Wealth?
Highpoint Park is close by and can be a relaxing place for clients to visit before or after appointments.