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 financial services does Focus Partners Wealth offer?
Focus Partners Wealth provides comprehensive wealth management services including asset management, retirement planning, estate and trust planning, investment planning, business owner financial planning, tax planning, and more specialized services.
How is Focus Partners Wealth different from other financial advisors?
Focus Partners Wealth operates as a fee-only fiduciary firm, meaning they do not sell financial products or receive commissions, and always place client interests first. They use a data-driven, evidence-based approach with personalized strategies for each client.
What is the typical client profile for Focus Partners Wealth?
They cater to individuals, families, retirement plans, institutions, endowments, and medical practice owners who seek personalized, high-quality, white-glove money management services, often with complex financial needs.
What are Focus Partners Wealth's business hours?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Is Focus Partners Wealth accessible for individuals requiring wheelchair-accessible facilities?
Yes, their location includes wheelchair-accessible restrooms.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 33 Nichols Parkway, Suite 310, Hood River, OR 97031, United States.
What are some nearby places to Focus Partners Wealth that clients might visit?
Nearby places include Gorge Urology Hood River, MCMC Neurology - Hood River, and the Kobe Sushi and Bar restaurant, which clients might visit for medical appointments or dining before or after their meetings.
Are there convenient transportation options near Focus Partners Wealth's location?
Yes, clients can use the nearby Oregon–Washington Railroad and Navigation Company Passenger Station and Greyhound Bus Stop at Mount Hood Railroad for travel to and from Focus Partners Wealth.
What recreational activities are available nearby Focus Partners Wealth?
Clients interested in outdoor activities can visit Horsetail Falls Columbia River Gorge hiking trail or enjoy water sports at Pedal & Paddle Hood River and Gorge Paddling Center nearby.
How can I contact Focus Partners Wealth for more information?
You can call them at +1 503-922-3010 or visit their website at https://wealth.focuspartners.com/. They are also on Facebook and LinkedIn.