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 financial 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 advisory services?
They operate as a fee-only fiduciary management firm, charging clients a percentage of managed assets annually, with no commissions or financial products sold, ensuring advice is unbiased and focused on client interests.
What differentiates Focus Partners Wealth from other financial advisory firms?
They use data-driven, evidence-based investment and planning strategies grounded in peer-reviewed research. They focus on improving clients' lives rather than just managing assets and uphold a fiduciary commitment to always prioritize clients' needs.
Does Focus Partners Wealth specialize in any particular areas of wealth management?
Yes, they specialize in areas including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth planning.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a tailored, white-glove money management experience.
What are the office hours for Focus Partners Wealth?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Do clients need an appointment to visit Focus Partners Wealth?
Yes, appointments are required to meet with their advisors.
Are the facilities at Focus Partners Wealth accessible?
Yes, the office has restrooms and wheelchair-accessible restrooms for client convenience.
Which nearby financial institutions might clients visit before or after their appointment at Focus Partners Wealth?
Clients can visit nearby institutions like Penn Mutual Music City or First Financial Bank Loan Production Officer for additional banking or loan services.
What local services near Focus Partners Wealth could assist clients with related needs?
Nearby services include mortgage brokers such as Music City Region powered by Supreme Lending and SWBC Mortgage Brentwood, as well as insurance agencies like Farmers Insurance and Yatzeli Orozco, Licensed Agent.
Are there convenient transportation options near Focus Partners Wealth to facilitate client visits?
Clients can utilize transportation services such as RoadStallion, which offers limo services and airport shuttles near the office.