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 services does Focus Partners Wealth offer?
Focus Partners Wealth provides comprehensive wealth management, asset management, retirement planning, estate and trust planning, net worth development, investment planning, tax planning, and business owner financial planning.
What is the business philosophy of Focus Partners Wealth?
They bring strength, innovation, and partnership to client relationships, focusing on personalized wealth planning strategies with clients' values and priorities at the center.
Are appointments required to consult with Focus Partners Wealth?
Yes, Focus Partners Wealth requires appointments for consultations and services.
What are the office hours of Focus Partners Wealth?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Focus Partners Wealth located?
Focus Partners Wealth is located at 112 West Washington Street, Suite 204, Middleburg, VA 20117, USA.
Does Focus Partners Wealth offer accessibility features?
Yes, the facility has restrooms and wheelchair accessible restrooms for client convenience.
How can I contact Focus Partners Wealth?
You can contact them by phone at +1 540-931-9051 or visit their website at https://wealth.focuspartners.com/.
Are there clothing stores near Focus Partners Wealth if I want to shop before or after my appointment?
Yes, nearby clothing stores include TCF Loft, Highcliffe Clothiers, and J.McLaughlin, providing convenient shopping options near Focus Partners Wealth.
What dining options are available near Focus Partners Wealth?
Nearby you can enjoy eateries like Middleburg Common Grounds, a cafe and coffee shop, and Red Horse Tavern, an American restaurant and bar, ideal for dining before or after your visit.
Are there any unique local attractions near Focus Partners Wealth that clients might visit?
Clients might visit nearby attractions such as Thistlethwaite Americana, an antique store and art gallery, or explore Virginia Wine Drives, a travel service offering tours in the region.