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 services including net worth development, retirement planning, estate and trust planning, investment and tax planning, business owner financial planning, education planning, charitable giving, and health and insurance planning.
How does Focus Partners Wealth charge for its services?
They operate as a fee-only fiduciary management firm, charging fees based on a percentage of managed client assets without receiving commissions from any financial products.
What distinguishes Focus Partners Wealth's approach to financial advising?
Their approach is data-driven and customized, relying on decades of scientific, peer-reviewed research with a focus on improving clients' lives rather than just asset growth, while always prioritizing clients' needs as fiduciaries.
Does Focus Partners Wealth specialize in any specific areas of wealth management?
Yes, they offer specialized services such as planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and strategies for sudden wealth.
Who is the ideal client for Focus Partners Wealth?
They serve individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a white-glove money management experience.
What are the office hours for Focus Partners Wealth?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Is an appointment required to meet with advisors at Focus Partners Wealth?
Yes, appointments are required to ensure personalized service and dedicated time with fiduciary advisors.
Is Focus Partners Wealth's office accessible to individuals with disabilities?
Yes, they have wheelchair-accessible restrooms to accommodate individuals with disabilities.
What notable nearby places can clients visit before or after their appointment at Focus Partners Wealth?
Clients can visit nearby professional services like Dream Results Consulting Services for additional financial advising or All-In College Planning for test preparation services.
Are there property management companies close to Focus Partners Wealth that might be of interest?
Yes, nearby property management firms include PMI Adams Properties, RE Source SC LLC, and Scott Properties of Charleston, which could be useful for clients needing real estate services.
What local financial service providers are near Focus Partners Wealth for clients seeking additional support?
Nearby financial services include Preferred Rate - Mt. Pleasant, Amy Cates Mortgage Lender, loanDepot, and Accurate Consulting Associates for accounting and notary services.