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
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 asset management, retirement and estate planning, investment planning, tax and education planning, business owner financial planning, charitable giving, and health and insurance planning.
How are Focus Partners Wealth's fees structured?
They operate as a fee-only fiduciary management firm, charging clients a percentage of managed assets annually, with no commissions or financial product sales.
What makes Focus Partners Wealth different from other financial advisors?
Their approach is evidence-driven, relying on decades of scientific research and collective experience, with a fiduciary commitment to always put clients' needs first.
Does Focus Partners Wealth specialize in any specific financial planning areas?
Yes, they specialize in areas like 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?
Clients seeking a personalized, white-glove money management experience including individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs.
What are the business hours of Focus Partners Wealth?
They are open Monday to Friday from 8:00 AM to 4:30 PM and closed on weekends.
Is Focus Partners Wealth accessible for clients with disabilities?
Yes, the office has restrooms that are wheelchair accessible to accommodate clients with disabilities.
What nearby medical facilities are close to Focus Partners Wealth that clients might visit before or after a meeting?
Nearby medical facilities include East Lincoln Family Health Professionals, Pioneer Heart Institute, Bryan Urgent Care Walk-in Clinic, and Children's Hospital and Medical Center - Specialty Pediatric Clinic, which clients can visit for health needs along with their financial planning appointments.
Are there nearby transportation services available for clients visiting Focus Partners Wealth?
Yes, Reliant Transportation is nearby, providing transportation services that can help clients conveniently reach the Focus Partners Wealth location.
What other professional services are located near Focus Partners Wealth that clients might find useful?
Clients may find services such as Capitol City Electric (electrical contractor), Arango Law LLC (legal services), and local mortgage advisors like Jessica Thomas or Nebraska Mortgage Expert nearby for additional professional needs.