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 financial services does Focus Partners Wealth provide?
They offer comprehensive wealth management, asset management, retirement planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
How does Focus Partners Wealth charge for its advisory services?
They operate as a fee-only fiduciary firm, charging fees based on a percentage of managed client assets without earning commissions from financial products.
What differentiates Focus Partners Wealth from other financial advisors?
They use data-driven, customized strategies grounded in scientific research, and as fiduciaries, they prioritize their clients' needs above all else.
Does Focus Partners Wealth specialize in any particular wealth management areas?
Yes, including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth planning.
Who is the ideal client for Focus Partners Wealth?
Clients seeking a personalized, evidence-driven money management experience, including individuals, families, retirement plans, institutions, and medical practice owners with complex financial needs.
What are the business hours of Focus Partners Wealth?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Focus Partners Wealth located?
They are located at 219 E Grand River Ave, Williamston, MI 48895, USA.
How can I use nearby services like Paul T. Joseph Law or Joseph & Joseph Tax & Payroll along with Focus Partners Wealth?
You can coordinate estate planning or legal services with Paul T. Joseph Law and tax or mortgage planning with Joseph & Joseph Tax & Payroll to complement your wealth management strategies.
What dining options near Focus Partners Wealth are convenient for clients?
Nearby spots like Spad's Twisters and Red Cedar Grill offer ice cream, smoothies, and American cuisine, great for a meal or refreshment before or after your appointment.
Which nearby community services could be helpful when visiting Focus Partners Wealth?
Williamston City Hall, Williamston Police Department, and Williamston Lodge #153 provide government, law enforcement, and community support services near the office.