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 net worth development, retirement and estate planning, investment and tax planning, business owner planning, charitable giving, education planning, and health and insurance planning.
How does Focus Partners Wealth charge for its advisory services?
They operate as a fee-only fiduciary firm, charging clients a percentage of managed assets annually with no commissions from product sales, ensuring impartial advice.
What differentiates Focus Partners Wealth from other financial advisors?
Their approach is data-driven and customized, based on scientific research and fiduciary responsibility to prioritize clients' needs, focusing on improving lives rather than just assets managed.
Does Focus Partners Wealth specialize in any particular areas of wealth management?
Yes, including planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated management, faith-based wealth planning, and managing sudden wealth.
Who is the ideal client for Focus Partners Wealth?
They cater to individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a premium, tailored money management experience, especially with complex financial needs.
Where is Focus Partners Wealth located and what are their hours of operation?
Located at 150 W. Main Street, Norfolk, VA 23510, they are open Monday to Friday from 8:30 AM to 5:00 PM and closed on weekends.
Is an appointment required to meet with an advisor at Focus Partners Wealth?
Yes, appointments are required as indicated by their business attributes.
What nearby dining options can clients visit around Focus Partners Wealth?
Clients can visit Todd Jurich's Bistro, a restaurant offering French and American cuisine, or Rich Port Coffee, a cafe and smoothie bar, located nearby for meals or refreshments before or after meetings.
Are there convenient parking options near Focus Partners Wealth's office?
Yes, nearby parking garages include Plume Street Garage and West Plume Street Garage, providing convenient parking for clients visiting the office.
What nearby attractions or events can clients explore around Focus Partners Wealth's location?
Clients might enjoy visiting the Nauticus Maritime Center, which features an art gallery and gift shop, or attend events hosted by Norfolk Festevents and Norfolk Harborfest, offering engaging arts and entertainment options.