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 services including net worth development, retirement planning, estate and trust planning, investment planning, business owner financial planning, tax planning, education planning, charitable giving, and health and insurance planning.
How does Focus Partners Wealth structure its fees for financial planning and management?
Focus Partners Wealth operates as a fee-only fiduciary management firm, charging clients based on a percentage of managed assets annually, with no commissions from financial product sales.
What makes Focus Partners Wealth unique compared to other financial advisory firms?
Focus Partners Wealth utilizes a data-driven, customized strategy based on scientific research, focusing on client needs and fiduciary responsibility to always prioritize clients' interests.
Who are the ideal clients for Focus Partners Wealth's services?
Their ideal clients include individuals, families, retirement plans, institutions, endowments, and medical practice owners with complex financial needs seeking a white-glove money management experience.
Are appointments required to meet with Focus Partners Wealth advisors?
Yes, Focus Partners Wealth requires appointments for consultations and advisory services.
What are the business hours of Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:30 a.m. to 5:00 p.m. and is closed on Saturdays and Sundays.
Is Focus Partners Wealth accessible for clients with disabilities?
Yes, the facility includes wheelchair-accessible restrooms ensuring accessibility for all clients.
What nearby financial institutions can clients visit in the area of Focus Partners Wealth?
Clients can visit nearby financial institutions such as First Virginia Community Bank and mortgage brokers like Peter Cameron at Intercoastal Mortgage LLC and The Burruss Team at ICMTG, which may assist with financing needs related to wealth planning.
Are there professional service firms close to Focus Partners Wealth that clients might access?
Yes, nearby professional services include Neff Sammons & Johnson for accounting, PAI Consulting and Lumark Technologies Inc. for marketing and business services, which can complement clients' financial and business planning needs.
What nearby legal services are available around Focus Partners Wealth for clients needing legal advice?
Clients may find legal assistance nearby at The Flynn Law Firm, Vincenzes Law, The Law Office of Grace E Kim, and New Day Legal for various legal matters such as criminal defense, immigration, and bankruptcy law.