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 services does Focus Partners Wealth provide?
Focus Partners Wealth offers comprehensive wealth management, asset management, retirement and financial planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
How does Focus Partners Wealth charge for their services?
As a fee-only fiduciary management firm, Focus Partners Wealth charges fees based on a percentage of managed client assets each year and does not sell financial products or receive commissions.
What distinguishes Focus Partners Wealth from other financial firms?
Focus Partners Wealth employs data-driven, customized strategies based on peer-reviewed research and prioritizes improving clients' lives. As fiduciary advisors, they are legally obligated to put clients' needs first.
Does Focus Partners Wealth specialize in any unique areas of wealth management?
Yes, they specialize in intricate situations 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 white-glove, evidence-driven money management experience with complex financial needs.
What are the office hours for Focus Partners Wealth?
They are open Monday through Friday from 8:30 AM to 5:00 PM and are closed on Saturdays and Sundays.
Is Focus Partners Wealth accessible for people with disabilities?
Yes, the office has restrooms that are wheelchair accessible to accommodate clients with disabilities.
Which nearby financial service providers could complement a visit to Focus Partners Wealth?
Nearby financial professionals include Austin QuickBooks & Bookkeeper Expert and Fourlane, offering accounting and bookkeeping services that could support your financial planning needs.
Are there any nearby real estate services that clients might find useful when working with Focus Partners Wealth?
Yes, clients can find nearby real estate professionals such as Austin Texas Real Estate, Trevor Ates-Realtor, Nancy The ReaL Estate Lady, and Treaty Oak Property Management to assist with property transactions alongside wealth planning.
What healthcare-related services are located near Focus Partners Wealth?
Nearby healthcare-related services include Top-Tier Home Care for home health needs and Austin Vein Institute for specialized medical care, useful for clients considering health and insurance planning.