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 including retirement planning, asset management, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
How does Focus Partners Wealth charge for its financial advisory services?
Focus Partners Wealth operates as a fee-only fiduciary management firm, charging fees based on a percentage of managed client assets annually, without commissions from any products.
What sets Focus Partners Wealth apart from other wealth management firms?
Focus Partners Wealth uses a data-driven, evidence-based approach guided by fiduciary responsibility, focusing on improving clients' lives rather than just asset management.
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.
Who is the ideal client for Focus Partners Wealth?
The firm serves individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a tailored, white-glove wealth management experience.
What are the office hours of Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Is an appointment required to visit Focus Partners Wealth?
Yes, visits require an appointment as Focus Partners Wealth operates on an appointment-only basis.
Are the facilities at Focus Partners Wealth accessible for individuals with disabilities?
Yes, Focus Partners Wealth has restrooms and wheelchair-accessible restrooms available to accommodate individuals with disabilities.
What nearby legal services can clients visit when consulting with Focus Partners Wealth?
Clients can visit nearby legal services such as Hicks Millbrook & Cwyna and Business Law Source for legal advice complementing their financial planning.
Where can clients go for accounting services near Focus Partners Wealth?
Siena Accounting, CPA, PLLC is a nearby accounting firm that clients may consult for financial accounting needs in Grand Ledge.
What local attractions are near Focus Partners Wealth that clients might enjoy before or after their appointment?
The Grand Ledge Community Garden Project is a nearby community service and attraction clients may visit to enjoy local activities and community engagement.