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
- 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, asset management, retirement 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 advisory services?
Focus Partners Wealth operates as a fee-only fiduciary management firm, charging clients based on a percentage of managed client assets annually, with no commissions from product sales.
What sets Focus Partners Wealth apart from other financial advisors?
Focus Partners Wealth uses data-driven, evidence-based strategies informed by scientific research and offers a fiduciary commitment to prioritize clients' needs, focusing on improving clients' lives rather than assets under management.
Does Focus Partners Wealth specialize in any specific wealth management areas?
Yes, specialties include planning through divorce, LGBTQ financial planning, special needs planning, practice-integrated wealth management, faith-based wealth management, and sudden wealth strategies.
Who is the ideal client for Focus Partners Wealth?
Their ideal clients are individuals, families, retirement plans, institutions, endowments, and medical practice owners seeking a personalized, white-glove money management experience with complex financial needs.
What are the office hours for Focus Partners Wealth?
Focus Partners Wealth is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is Focus Partners Wealth accessible to people with disabilities?
Yes, the office has restrooms and wheelchair-accessible restrooms to accommodate clients with disabilities.
Are there any legal services near Focus Partners Wealth that clients might find useful?
Modern Family Law - Bellevue and Gregorek and Associates provide legal services nearby, including divorce, family law, and wills, trusts, and probate, which clients might find helpful alongside financial planning.
What nearby financial services can complement the offerings at Focus Partners Wealth?
Nearby financial services include Woodbury Financial Services, Mars Jewett Financial Group, Emerald Advisors, and several Bankers Life insurance agents that can provide additional financial, insurance, and retirement solutions.
Are there nearby dining options for clients visiting Focus Partners Wealth?
Clients can enjoy nearby eateries such as Peter Pan Seafood, Poppinjay's Café, Poppinjay's A Cafe, and IceBreaker if they want to grab a meal or coffee before or after meetings.