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 financial services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive wealth management services including asset management, retirement planning, estate and trust planning, investment planning, tax planning, business owner financial planning, and net worth development.
How does Focus Partners Wealth structure its fees for 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 or financial product sales.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a tailored, evidence-driven wealth management experience.
What makes Focus Partners Wealth different from other financial advisors?
They use data-driven, customized strategies grounded in peer-reviewed research, focusing on improving clients' lives and acting as fiduciaries who legally prioritize clients' needs.
Do Focus Partners Wealth advisors specialize in any particular wealth management areas?
Yes, they offer specialties including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth planning.
What are the business hours for Focus Partners Wealth?
Focus Partners Wealth is open from 8:00 AM to 5:00 PM Monday through Friday and closed on weekends.
Is it necessary to make an appointment before visiting Focus Partners Wealth?
Yes, appointments are required to visit Focus Partners Wealth.
Can clients access wheelchair-accessible restrooms at Focus Partners Wealth?
Yes, Focus Partners Wealth has wheelchair-accessible restrooms available for clients.
What nearby legal services are accessible from Focus Partners Wealth for clients needing estate or trust planning help?
Clients can access nearby legal services such as Law Offices of Costello & DeFrancisco, Law Office of Thomas C. Haberlack specializing in wills and trusts, and other law firms close to Focus Partners Wealth.
Are there convenient amenities near Focus Partners Wealth for clients to visit before or after appointments?
Yes, there are several nearby places including Godiva for shopping and desserts, Baked by Melissa bakery, and the sunglasses store Davis Visionworks that clients might enjoy around their visit.
How can nearby auto services benefit clients visiting Focus Partners Wealth in Garden City?
Nearby auto services such as Tesla car dealer and EcoWash car wash allow clients to conveniently service or detail their vehicles before or after financial consultations at Focus Partners Wealth.