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 wealth management services does Focus Partners Wealth offer?
Focus Partners Wealth offers comprehensive wealth management services including investment planning, retirement planning, estate and trust planning, tax planning, business owner financial planning, net worth development, and asset management.
How does Focus Partners Wealth charge for its financial advisory services?
They operate as a fee-only fiduciary management firm, charging clients based on a percentage of managed client assets annually, with no commissions from financial products.
What differentiates Focus Partners Wealth from other financial advisory firms?
They use a data-driven, customized and evidence-based approach centered on scientific research and fiduciary responsibility, prioritizing clients' needs and life improvement over asset volume.
Does Focus Partners Wealth specialize in any particular financial planning areas?
Yes, they specialize in complex areas including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth.
Who are the ideal clients for Focus Partners Wealth?
Their ideal clients include individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking personalized, white-glove money management with complex financial needs.
What are the business hours for Focus Partners Wealth in Kansas City?
They are open Monday through Friday from 9:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
Is an appointment required to meet with a financial advisor at Focus Partners Wealth?
Yes, appointments are required to receive services at Focus Partners Wealth.
Are there accessible restrooms available at Focus Partners Wealth?
Yes, Focus Partners Wealth provides restrooms that are wheelchair accessible for client convenience.
What banks are located near Focus Partners Wealth that clients might visit for related services?
Nearby banks include Metcalf Bank, Central Bank, and Central Bank of the Midwest, which clients might visit for complementary banking and financial services.
What nearby facilities could clients visit for health and wellness after a meeting at Focus Partners Wealth?
Clients can visit nearby health and wellness facilities such as Massage FE for massage therapy and The Sports Medicine Store for physical and occupational therapy.
Are there any nearby community or religious organizations that clients might be interested in near Focus Partners Wealth?
Yes, nearby organizations include Willow Creek Friends Church, Summit View Church, Eden Church of the Nazarene, Colonial Presbyterian Church, and WAGOH - Woman After God's Own Heart.