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
Focus Partners Wealth
600 West Germantown Pike, Plymouth Meeting, PA
19462, United States
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 services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive wealth management, asset management, retirement planning, financial planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning services.
How does Focus Partners Wealth charge for its financial advisory services?
They operate as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets annually, without commissions or selling financial products.
What differentiates Focus Partners Wealth from other financial advisory firms?
Their data-driven, customized strategies are based on scientific research and a fiduciary commitment to put clients' needs first, focusing on improving clients' lives rather than assets under management.
Does Focus Partners Wealth specialize in any niche areas of wealth management?
Yes, they specialize in complex areas including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a tailored, evidence-driven, white-glove wealth management experience for complex financial needs.
Is Focus Partners Wealth's office wheelchair accessible and does it have restroom facilities?
Yes, the office has restrooms, including wheelchair-accessible restrooms to accommodate clients with accessibility needs.
What are the operating hours of Focus Partners Wealth?
Currently, Focus Partners Wealth is closed every day of the week and does not have open hours.
How can I find Focus Partners Wealth's office in Plymouth Meeting, PA?
The office is located at 600 West Germantown Pike, Suite 400, Plymouth Meeting, PA 19462, USA. Nearby notable businesses include No Doozy IT, LLC and Convergent Financial Strategies LLC.
What nearby financial and mortgage services are close to Focus Partners Wealth?
Nearby financial services include Convergent Financial Strategies LLC, Edelman Financial Engines, and mortgage services such as Jeffrey Yearwood- CMG Financial Mortgage Loan Officer and Cheryl Conard and Monica Moran at Philadelphia Mortgage Advisors.
What recreational or health-related facilities can clients visit near Focus Partners Wealth?
Clients might explore Dr. Veirdre Jackson's gym and fitness services, Project Rebuilding The Man fitness center, and Medical Rehabilitation Centers of PA for physical therapy and occupational therapy nearby.