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 types of services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive wealth management services including asset management, retirement planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
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, with no commissions from financial products, ensuring advice is solely in clients' best interests.
What makes Focus Partners Wealth different from other financial advisors?
Focus Partners Wealth uses a data-driven, evidence-based approach to create customized wealth management strategies, focusing on improving clients' lives and adhering to strict fiduciary standards to put clients' needs first.
Who are the ideal clients for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a white-glove, evidence-driven wealth management experience with complex financial needs.
Does Focus Partners Wealth specialize in any specific areas of wealth management?
Yes, they specialize in planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth planning.
What are the business hours of Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Focus Partners Wealth require appointments for consultations?
Yes, appointments are required to meet with advisors at Focus Partners Wealth.
Are there restroom and wheelchair accessible restroom facilities available at Focus Partners Wealth?
Yes, the business provides both restroom and wheelchair accessible restroom facilities for clients.
What nearby business consulting or real estate services can I find near Focus Partners Wealth's location?
Nearby are several business consulting and real estate firms including Sikich LLP (business consulting), Keller Williams Realty, From Searching to Sold, Chiquita Watkins - WSI Realty Team, and Zeba Ashraf, Realtor, offering complementary services for financial and property planning needs.
What beauty and spa services are nearby that I might visit before or after meeting with Focus Partners Wealth?
Nearby beauty and spa options include The Nail Witch Dani, Kneading Serenity, EB Studio, Shear by Kendra, and iLaz Laser Hair Removal, offering nail, hair, spa, and laser hair removal services for a relaxing experience around your appointment.
If I'm visiting Focus Partners Wealth, where can I find dental services nearby?
Dental services nearby include Fidel Barbosa and Desmon Brown, DDS, convenient for clients seeking dental care before or after financial consultations.