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 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 financial advisory services?
The firm operates as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets annually, without commissions or selling financial products.
What differentiates Focus Partners Wealth from other financial planners?
They use a data-driven, evidence-based approach rooted in peer-reviewed research, prioritize client needs as fiduciaries, and focus on improving clients' lives rather than just assets under management.
Does Focus Partners Wealth specialize in any particular areas within 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 scenarios.
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 tailored, white-glove money management experiences.
What are Focus Partners Wealth's office hours?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Is an appointment required to visit Focus Partners Wealth?
Yes, appointments are required to meet with their fiduciary advisors.
Are the facilities at Focus Partners Wealth accessible?
Yes, their office includes restrooms and wheelchair-accessible restrooms for client convenience.
How can nearby financial advisors like Beacon Pointe Advisors and United Capital Financial Advisors help clients of Focus Partners Wealth?
Clients might consult nearby advisors like Beacon Pointe Advisors and United Capital Financial Advisors for additional financial insights or services, enabling a well-rounded approach to wealth management by leveraging local expertise in the Plano area.
What nearby amenities are available for clients visiting Focus Partners Wealth?
Clients can dine nearby at Raising Canes Chicken Fingers or attend events at 6860 Dallas Parkway, offering convenient options before or after financial meetings.
How can the proximity to real estate agents like Lawyers Title- Plano and Goldman Briggs Real Estate be beneficial to Focus Partners Wealth clients?
Clients involved in property transactions can easily coordinate financial planning with nearby real estate professionals like Lawyers Title- Plano and Goldman Briggs Real Estate for seamless asset and estate planning.