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 financial 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 the business philosophy of Focus Partners Wealth?
They focus on strength, innovation, and partnership in client relationships, delivering personalized wealth planning strategies centered on clients’ values, goals, motivations, and priorities.
What are the operating hours of Focus Partners Wealth?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on weekends.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 7315 Wisconsin Avenue, Suite 800W, Bethesda, MD 20814, USA.
Do I need an appointment to visit Focus Partners Wealth?
Yes, appointments are required to access their services.
Is Focus Partners Wealth accessible for individuals with disabilities?
Yes, the facility has wheelchair accessible restrooms and restrooms available for all patrons.
How can I contact Focus Partners Wealth?
You can call them at +1 301-656-4100 or visit their website at https://wealth.focuspartners.com/.
What nearby places can I visit when going to Focus Partners Wealth?
Nearby, you can visit Ruth’s Chris Steak House - Bethesda for dining, Joy of Motion Dance Center Bethesda for dance classes, and the Johns Hopkins Wilmer Eye Institute for eye care services.
Are there nearby financial services to Focus Partners Wealth?
Yes, nearby financial service providers include Joseph G Hemsley - Ameriprise Financial Services, LLC and MacroView Investment Management, which could be useful for additional consultation needs.
What professional and legal services are located near Focus Partners Wealth?
Nearby legal and professional services include Wallace Law specializing in wills, trusts, and probate, Garfinkel Immigration Law, LLC focusing on immigration law, and Bethesda Crossing which offers professional services and event planning.