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
Focus Partners Wealth
290 West Mount Pleasant Avenue, Livingston, NJ
07039, United States
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 services does Focus Partners Wealth offer?
Focus Partners Wealth offers comprehensive wealth management, asset management, retirement planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
How does Focus Partners Wealth charge for its services?
They operate as a fee-only fiduciary management firm, charging clients a fee based on a percentage of managed assets annually, with no commissions from financial products.
What makes Focus Partners Wealth different from other financial advisors?
They use data-driven, customized strategies backed by scientific research, with a fiduciary commitment to always prioritize clients' needs and improve lives rather than focusing solely on assets under management.
Does Focus Partners Wealth specialize in any specific areas of wealth management?
Yes, specialties include planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth planning.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners who want a tailored, white-glove financial management experience especially for complex financial needs.
What are the office hours of Focus Partners Wealth?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is an appointment required to visit Focus Partners Wealth?
Yes, appointments are required to receive services at Focus Partners Wealth.
Are the facilities at Focus Partners Wealth accessible?
Yes, the location has restrooms and wheelchair-accessible restrooms available for clients.
What nearby dining options can clients visit before or after meetings at Focus Partners Wealth?
Clients can enjoy nearby restaurants such as Shake Shack, Blaze Pizza, Tropical Smoothie Cafe, The Simple Greek, Sombrero Tacoria Livingston, Houlihan's, Starbucks, and Garbanzo.
Are there any nearby arts or entertainment venues near Focus Partners Wealth?
Yes, the Children's Theatre of Livingston offers arts and entertainment events nearby, providing clients an opportunity to enjoy cultural activities during their visit.
Which nearby businesses provide complementary professional services to Focus Partners Wealth clients?
Nearby professional services include Veritext (legal services), The Private Client Group (business services), and Acorn Financial Services, allowing clients convenient access to related financial and legal resources.