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 services does Focus Partners Wealth offer?
Focus Partners Wealth provides comprehensive wealth management, asset management, retirement and financial planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning services.
How does Focus Partners Wealth structure its fees?
The firm operates on a fee-only fiduciary basis, charging clients based on a percentage of managed assets without receiving commissions from financial product sales.
What differentiates Focus Partners Wealth from other financial advisors?
Focus Partners Wealth uses evidence-driven, customized strategies based on decades of research, focusing on improving clients' lives while maintaining a fiduciary commitment to prioritize their needs.
Are there any specialty areas of wealth management offered?
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?
Clients seeking a white-glove money management experience, including individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs.
What are the business hours of Focus Partners Wealth in Bend, OR?
The office is open Monday 8:00 AM to midnight, and Tuesday through Friday from 8:00 AM to 5:00 PM. It is closed on Saturdays and Sundays.
Is Focus Partners Wealth accessible for clients with disabilities?
Yes, the location features restrooms that are wheelchair accessible.
Where is Focus Partners Wealth located and how can I contact them?
Located at 1777 Southwest Chandler Avenue, Suite 205, Bend, OR 97702, USA, you can reach them by phone at +1 541-317-1617 or visit their website at https://wealth.focuspartners.com/.
What nearby mortgage brokers can clients consult for home financing?
Clients near Focus Partners Wealth can consult Garrett Myers - Mortgage Advisor, Elev8 Mortgage, First Capital Trust Deeds, Loans with Nicole NMLS #206881, HEDLEY WILLIAMS Senior Mortgage Advisor, and Joel Samaduroff Senior Mortgage Advisor for mortgage services.
What nearby real estate and title companies could be helpful when buying or selling property?
Nearby options include Team Ward Title & Escrow and Western Title & Escrow Company, offering real estate and title insurance services beneficial for property transactions.
Are there medical or wellness services near Focus Partners Wealth that clients may find convenient?
Yes, clients can find several health services close by such as Dermatology Health Specialists, Coolsculpting Bend at The Leffel Center, Olson Chiropractic, Promotion Physical Therapy, Premiere Aesthetics Institute, and Elite Medi Spa, among others.