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 provide?
Focus Partners Wealth offers comprehensive services including 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 financial advisory services?
They operate as a fee-only fiduciary management firm, charging fees 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?
The firm primarily serves individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a personalized, evidence-driven money management experience.
What makes Focus Partners Wealth different from other financial planners?
Their approach is evidence-driven and data-based, involving a team of fiduciary advisors who prioritize clients’ needs and focus on improving lives rather than just asset management.
Does Focus Partners Wealth specialize in any niche 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 strategies.
What are the office hours for Focus Partners Wealth in Ashland, OR?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is Focus Partners Wealth's office accessible to clients with disabilities?
Yes, the office has a wheelchair-accessible restroom and other accessible facilities available.
How can nearby transportation services like Veblen Freight Engineers help customers visiting Focus Partners Wealth?
Customers can use Veblen Freight Engineers, which offers freight and cargo services, to coordinate transportation of important documents or assets, aiding clients who require logistical support related to their financial matters.
What fitness and recreational options are available near Focus Partners Wealth for clients looking to relax before or after their appointment?
Nearby facilities include Pole Dance and Fitness Rogue Valley for dance and fitness classes and Ashland Tennis & Fitness Club for sports and exercise, providing clients with opportunities to unwind around their visit.
Are there any local cultural or artistic attractions near Focus Partners Wealth for clients interested in community events?
Yes, clients can visit Scavenger Studios, an art gallery, and Ashland Fellowship of the Arts, which offers music production and arts entertainment, enriching their local experience.