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 offer?
Focus Partners Wealth provides comprehensive wealth management, asset management, retirement planning, financial planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
What is unique about Focus Partners Wealth's approach to financial advising?
They use data-driven, customized strategies based on scientific research, emphasizing a fiduciary duty to always put clients’ needs first and aiming to improve clients' lives, not just manage assets.
How does Focus Partners Wealth charge for its 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 sales of financial products.
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 who want a tailored, high-quality money management experience.
Does Focus Partners Wealth specialize in any specific 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 are Focus Partners Wealth's business hours?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Do I need an appointment to meet with Focus Partners Wealth?
Yes, appointments are required to receive their wealth management and advisory services.
Are Focus Partners Wealth's facilities accessible?
Yes, they have restrooms and wheelchair accessible restrooms available for clients.
What nearby places can I visit around Focus Partners Wealth's office?
Nearby places include ZMA Legal, a law firm, My Favorite Muffin Headquarters, a corporate office, and BAB Inc, another corporate office, which might be useful for clients seeking legal or professional business services in the area.
Are there any financial service providers near Focus Partners Wealth?
Yes, Home State Bank Na and Wells Fargo Advisors are nearby, which could complement your financial planning needs when visiting Focus Partners Wealth.
What other professional services can I find near Focus Partners Wealth?
Nearby professional services include Regus - Illinois Deerfield - Corporate 500 for business solutions, and several legal services like Selected Trust and Seidman Margulis & Fairman, LLP, offering personal injury law expertise.