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 financial services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive services including wealth management, asset management, retirement planning, estate and trust planning, net worth development, investment planning, tax planning, business owner financial planning, education planning, charitable giving, and health and insurance planning.
How does Focus Partners Wealth charge for its financial advisory services?
Focus Partners Wealth operates as a fee-only fiduciary firm, charging clients a percentage of managed assets annually with no commissions or product sales involved, covering investment management and financial planning services.
What makes Focus Partners Wealth's approach to wealth management unique?
They use a data-driven, evidence-based strategy founded on peer-reviewed scientific research, prioritizing clients' needs and aiming to improve clients' lives rather than focusing solely on asset amounts under management.
Does Focus Partners Wealth specialize in any particular areas of financial planning?
Yes, they specialize in complex planning areas including divorce planning, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth scenarios.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking customized, white-glove financial management for complex financial needs.
What are the office hours for visiting Focus Partners Wealth in Omaha?
Focus Partners Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Is the Focus Partners Wealth office accessible for individuals with disabilities?
Yes, the office has restrooms that are wheelchair accessible, ensuring accessibility for individuals with disabilities.
How can nearby businesses like Sunbelt Business Advisors and Hancock and Dana complement a visit to Focus Partners Wealth?
Clients visiting Focus Partners Wealth may also find value in nearby professional services such as Sunbelt Business Advisors for business brokerage and marketing consulting, and Hancock and Dana for accounting and marketing consulting, providing complementary expertise to their financial planning needs.
What healthcare facilities are located near Focus Partners Wealth, and how might they be useful for clients?
Nearby facilities like CHI Health The McAuley Fogelstrom Center and Alegent Health offer medical services and event planning, which can be convenient for clients managing health-related financial planning or seeking healthcare services near their wealth advisor.
How might the presence of nearby real estate offices such as NAI NP Dodge benefit clients of Focus Partners Wealth?
Clients planning real estate investments or looking to manage property assets can conveniently access nearby real estate professionals like NAI NP Dodge and Don Buehler - Realtor, facilitating coordinated financial and property planning.