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 wealth management services does Focus Partners Wealth offer?
Focus Partners Wealth offers comprehensive wealth management services including net worth development, retirement planning, estate and trust planning, investment planning, business owner planning, tax planning, education planning, charitable giving, and health and insurance planning.
How does Focus Partners Wealth charge for its financial advisory services?
Focus Partners Wealth operates as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets annually, with no commissions from financial products.
What distinguishes Focus Partners Wealth from other financial advisors?
Focus Partners Wealth uses data-driven, customized strategies backed by decades of scientific research, and pledges as fiduciaries to always put clients' needs first, aiming to improve clients’ lives rather than just manage assets.
Does Focus Partners Wealth specialize in any particular areas of wealth management?
Yes, Focus Partners Wealth specializes in areas like planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth management.
Who is the ideal client for Focus Partners Wealth?
The ideal client seeks a high-end, tailored, evidence-driven approach to investing and financial strategies, including individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs.
What are the office hours of Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is it necessary to make an appointment before visiting Focus Partners Wealth?
Yes, appointments are required to meet with Focus Partners Wealth advisors to ensure personalized and dedicated service.
Is Focus Partners Wealth's office accessible for clients with disabilities?
Yes, the office has wheelchair accessible restrooms and facilities to accommodate clients with disabilities.
What nearby businesses can help with related financial and professional services close to Focus Partners Wealth?
Nearby, there are several relevant businesses including Deloitte (accounting and financial services), Select Insurance Group (insurance agency), and Olsen Daines (credit and debt counseling and bankruptcy law), which can complement your financial planning needs.
Are there nearby places where I can relax or grab a bite near Focus Partners Wealth in Portland?
Yes, nearby spots include Hollywood's Original Shirley Temple Soda Pop for refreshments, Lauretta Jean’s bakery and coffee shop for desserts and coffee, and The Original Stanford’s restaurant for meals after your visit.
How can nearby transit and office complexes assist when visiting Focus Partners Wealth?
The location near the U.S. Bancorp Tower and Regus shared office spaces makes Focus Partners Wealth conveniently accessible, with parking and transportation options around these prominent landmarks in downtown Portland.