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 provide?
Focus Partners Wealth offers comprehensive wealth management including retirement planning, estate and trust planning, asset management, tax planning, investment planning, business owner financial planning, and more.
How does Focus Partners Wealth charge for its advisory services?
They operate as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets annually, avoiding commissions or product sales.
What makes Focus Partners Wealth’s approach to wealth management unique?
Their approach is evidence-driven and customized, leveraging decades of scientific research and placing clients’ values and priorities at the center of their fiduciary duty.
Are there any specialized wealth management areas Focus Partners Wealth focuses on?
Yes, including planning through divorce, LGBTQ financial planning, special needs planning, faith-based wealth management, practice-integrated wealth management, and sudden wealth advice.
Who is the ideal client for Focus Partners Wealth?
They serve individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking personalized, sophisticated wealth management solutions.
What are the office hours for Focus Partners Wealth?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Do I need an appointment to meet with an advisor at Focus Partners Wealth?
Yes, appointments are required to receive personalized wealth management services.
Is Focus Partners Wealth accessible for clients with disabilities?
Yes, they have wheelchair accessible restrooms available to ensure accessibility for all clients.
What nearby dining options can I explore before or after a meeting at Focus Partners Wealth?
Nearby dining includes Whitebox Eatery, 801 Fish seafood restaurant, Stratton's Café, Tropical Smoothie Cafe, Kaldi's Coffee, and Luciano's Trattoria, offering a variety of American, seafood, Italian, and cafe-style options.
Are there nearby financial institutions or banks near Focus Partners Wealth for additional financial services?
Yes, Northern Trust, Busey Bank, Wells Fargo Advisors, PNC Bank, and PNC Mortgage are nearby, providing various financial services that may complement your experience.
What nearby services or conveniences can I find around Focus Partners Wealth’s Clayton location?
Nearby you can find legal services such as The Wilbers Law Firm and Arnold Mark G Attorney, beauty and spa services like Ethos Aveda Luxury Salon and MedSpa, as well as real estate services including CBRE and THF Realty Inc CB Richard Ellis The Plaza.