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.
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, asset management, retirement planning, financial planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning services.
How does Focus Partners Wealth charge for its advisory services?
They operate as a fee-only fiduciary management firm, charging clients a percentage of managed assets annually, without selling financial products or earning commissions.
What distinguishes Focus Partners Wealth from other financial advisors?
They use data-driven, customized strategies based on peer-reviewed research with a fiduciary pledge to prioritize client needs and focus on improving clients’ lives rather than just managing assets.
Does Focus Partners Wealth specialize in any particular areas of wealth management?
Yes, they specialize in areas including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth management.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients include individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a tailored, evidence-driven, white-glove money management experience for complex financial needs.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 6420 West 95th Street, Suite #202, Overland Park, KS 66212, USA.
Which nearby financial services are close to Focus Partners Wealth?
Nearby financial services include Edward Jones and Glass Lakes Capital Management, which clients might visit for additional investment or financial advice complementary to services at Focus Partners Wealth.
Are there dining options near Focus Partners Wealth for clients visiting the area?
Yes, clients can enjoy nearby dining options such as Olive Garden Italian Restaurant for Italian cuisine and Back Yard Burgers for casual burger meals before or after meetings.
What healthcare or wellness services are available nearby Focus Partners Wealth?
Clients can access wellness services nearby including pediatric dental care at Drs. Parrish & Stinnett Pediatric Dentistry, massage therapy at Find Equipoise Bodywork and Massage, and chiropractic services at Catalyst Chiropractic.
Is Focus Partners Wealth currently open for business?
Currently, Focus Partners Wealth is listed as closed with no open hours shown, so clients should check their website or contact them directly for appointment availability.