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
- Online appointmentsAvailable
- 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 planning services does Focus Partners Wealth offer?
Focus Partners Wealth provides comprehensive wealth management services including net worth development, retirement planning, estate and trust planning, investment planning, business owner planning, tax planning, education planning, charitable giving, and health and insurance planning.
How does Focus Partners Wealth charge for your advisory services?
Focus Partners Wealth operates as a fee-only fiduciary firm, charging fees based on a percentage of managed client assets annually, without commissions from financial products.
What sets Focus Partners Wealth apart from other financial advisors?
Focus Partners Wealth emphasizes a data-driven, personalized approach based on scientific research, delivering customized wealth management strategies while committing to putting clients' needs first as fiduciaries.
Do you specialize in any particular areas of wealth management?
Focus Partners Wealth offers specialized services for complex situations including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth management.
Who is the ideal client for Focus Partners Wealth?
Their services are tailored for individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a white-glove, evidence-driven wealth management experience.
What are the business hours for Focus Partners Wealth?
They are open Monday through Friday, from 8:00 AM to 5:00 PM Eastern Time, and closed on weekends.
Is Focus Partners Wealth's office accessible for people with disabilities?
Yes, the office has wheelchair-accessible restrooms and facilities.
Can I schedule online appointments with Focus Partners Wealth?
Yes, Focus Partners Wealth offers online appointment scheduling for clients' convenience.
What nearby legal services are available if I visit Focus Partners Wealth?
Nearby law firms such as Lancaster Law Firm, PLLC, Westall, Gray and Connolly, Leaven Law Firm, PLLC, and Adaramola Law Firm, PLLC provide legal assistance that might complement your financial planning needs.
Are there places to relax or get wellness treatments near Focus Partners Wealth?
Yes, nearby options include Still Point Wellness spa, Advanced Pain Relief Therapy massage, and Inner Light Counseling Collective for mental health support.
Where can clients stay or dine near Focus Partners Wealth?
Clients can visit nearby places like the 1889 WhiteGate Inn & Cottage for lodging or AB Family bar and pub for dining and socializing.