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
- Onsite servicesAvailable
- 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 and estate planning, investment planning, tax planning, business owner planning, and more.
What is the fee structure for Focus Partners Wealth's services?
Focus Partners Wealth operates as a fee-only fiduciary firm, charging clients based on a percentage of managed assets annually, without commissions or selling financial products.
What sets Focus Partners Wealth apart from other financial advisors?
They use evidence-driven, data-backed investment and planning strategies, prioritizing clients’ needs as fiduciaries with a commitment to improving clients’ financial lives.
Does Focus Partners Wealth specialize in any particular financial planning areas?
Yes, they specialize in complex areas like planning through divorce, LGBTQ financial planning, special needs planning, faith-based wealth management, sudden wealth, and practice-integrated wealth management.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, institutions, and business owners seeking a tailored, high-touch money management experience with complex financial needs.
Where is Focus Partners Wealth located and what are their hours?
They are located at 5151 Pfeiffer Road, Suite 210, Blue Ash, OH 45242, and are open Monday to Friday from 8:30 AM to 5:00 PM, closed on weekends.
Does Focus Partners Wealth offer accessible and online services?
Yes, they have wheelchair accessible restrooms, offer onsite services, and provide online appointment options.
What nearby businesses or services can clients visit when coming to Focus Partners Wealth?
Clients can visit nearby places like Landmark Health medical center, Golden Oak Lending mortgage lender, and the UnitedHealth Group corporate office located close by.
Are there dining options near Focus Partners Wealth for clients planning to eat before or after meetings?
Yes, local dining options include Umr Indian restaurant and sandwich shop, City Barbeque American restaurant, and Parker's Tavern & Grill bar and grill.
What transportation options are available near Focus Partners Wealth for easy access?
Cincinnati Taxi is a nearby transportation option to help clients reach Focus Partners Wealth conveniently.