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
Focus Partners Wealth
31700 Middlebelt Road, Farmington Hills, MI
48334, United States
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:
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:
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 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.
What is the approach of Focus Partners Wealth to managing client wealth?
They deliver personalized wealth planning strategies placing clients' values, goals, motivations, and priorities at the heart of everything they do, with fiduciary advisors working collectively for tailored results.
What are the business hours of Focus Partners Wealth?
Focus Partners Wealth operates Monday through Friday from 8:30 AM to 5:00 PM Eastern Time and is closed on Saturdays and Sundays.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 31700 Middlebelt Road, Suite #130, Farmington Hills, MI 48334, USA.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a white-glove money management experience with complex financial needs.
How does Focus Partners Wealth charge for their services?
They operate as a fee-only fiduciary firm, charging fees based on a percentage of managed client assets annually, covering all investment and financial planning services without commissions.
How can nearby Flagstar Bank be useful when visiting Focus Partners Wealth?
Flagstar Bank nearby can assist clients with banking and financial service needs before or after consulting with Focus Partners Wealth, providing convenient financial transactions.
Are there dining options near Focus Partners Wealth?
Yes, clients can visit nearby restaurants such as M&M's Kitchen, Gene's Greens, or Toarmina's Pizza Farmington Hills for meals before or after their appointments.
What nearby professional services complement Focus Partners Wealth?
Nearby professional services include Giroux Pappas Trial Attorneys for legal needs, AccessPoint - PEO Services for HR solutions, and Carter Capital Management for additional financial advising.
Where can I find more information about Focus Partners Wealth online?
More information is available on their website at https://wealth.focuspartners.com/, their LinkedIn page, and Facebook page for updates and insights.