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
- Wheelchair accessible seatingAvailable
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 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.
How does Focus Partners Wealth charge for its services?
Focus Partners Wealth operates as a fee-only fiduciary management firm, charging clients a percentage of managed assets annually, with no commissions or financial product sales involved.
What is unique about Focus Partners Wealth's approach?
Their strategies are data-driven and based on peer-reviewed research, with a fiduciary commitment to always prioritize clients' needs and improve lives, not just manage assets.
Does Focus Partners Wealth specialize in any specific wealth management areas?
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 management.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners who seek a tailored, evidence-driven, white-glove wealth management experience.
What are the office hours of Focus Partners Wealth?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Is Focus Partners Wealth wheelchair accessible and does it have restroom facilities?
Yes, the office has wheelchair accessible seating and restrooms, and restrooms also accommodate wheelchair accessibility.
Which nearby coffee shops can I visit before or after my appointment at Focus Partners Wealth?
Nearby coffee shops include Kona Reserve Coffee at Greenway Plaza and Cavo Coffee, convenient for grabbing a drink around your visit time.
What nearby financial or legal services are close to Focus Partners Wealth?
Nearby financial and legal services include Merrill Lynch (bank and financial services), Weinstein Spira (accountant, lawyer, financial services), and Waddell Law Firm (legal services specializing in divorce and family law).
Are there any nearby places for business needs or assistance near Focus Partners Wealth's office?
Yes, nearby business support includes Hunington Properties for commercial real estate and property management, Matlack Leasing, LLC for automotive business services, and ROI Staffing for employment agency services.