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 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 & insurance planning.
How are the fees for services charged at Focus Partners Wealth?
Focus Partners Wealth operates as a fee-only fiduciary management firm, charging clients a percentage of managed assets annually with no commissions from product sales, ensuring advice is unbiased and solely focused on clients' needs.
What distinguishes Focus Partners Wealth from other financial advisory firms?
Focus Partners Wealth uses an evidence-driven, customized approach based on decades of scientific, peer-reviewed research, emphasizing client relationships and fiduciary responsibility to put clients' needs first rather than focusing solely on assets managed.
Does Focus Partners Wealth specialize in any niche areas of wealth management?
Yes, they specialize in areas such as 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 money management experience for complex financial needs.
What are the business hours for 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.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 1210 Broadcasting Road, Suite 101, Reading, PA 19610, United States.
Are there wheelchair accessible restrooms at Focus Partners Wealth?
Yes, Focus Partners Wealth has restrooms and they are wheelchair accessible.
What nearby financial and wealth management firms are close to Focus Partners Wealth?
Nearby financial firms include Buckingham Strategic Wealth, Marrella Private Wealth, LLC, Paul Marella - Raymond James, and Wells Fargo Advisors, providing additional financial services and resources in the same area.
What nearby medical facilities and clinics are around Focus Partners Wealth that clients might visit?
Nearby medical facilities include Reading Hospital Weight Loss Surgery and Wellness Center, Shady Grove Fertility, Emkey Arthritis and Osteoporosis Clinic, and Berkshire Psychiatric & Behavioral Health Services, useful for clients seeking health services before or after a financial consultation.