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
- RestroomAvailable
- Wheelchair accessible restroomAvailable
Location
Focus Partners Wealth
1055 East South Boulevard, Rochester Hills, MI
48307, 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:
• 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 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 services?
They operate as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets annually, with no commissions or financial products sold.
What makes Focus Partners Wealth different from other financial advisors?
They use data-driven, personalized strategies based on scientific research and their fiduciary commitment to prioritize clients' needs above all else.
Does Focus Partners Wealth specialize in any particular areas?
Yes, they specialize in areas such as 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?
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.
What are the office hours of Focus Partners Wealth?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Is Focus Partners Wealth accessible for clients with disabilities?
Yes, they have restrooms and wheelchair-accessible restrooms available for clients.
What nearby places can clients visit when coming to Focus Partners Wealth?
Clients can visit nearby places such as Lifeplan Financial Group for additional financial or legal services, Lifestyle Hearing for audiology services, and Carter Lake for leisure and recreation before or after their appointment.
How can nearby insurance agencies benefit Focus Partners Wealth clients?
Clients can consult with nearby insurance agencies like Allied Insurance Managers or Goosehead Insurance - Jim Weaver for specialized insurance needs complementing their wealth planning.
Are there medical professionals near Focus Partners Wealth for related health consultations?
Yes, several medical providers such as Arthur Rosner MD PLLC (ear, nose, and throat specialist) and Michigan Head & Neck Institute are nearby for clients who may need medical consultations.