Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Buckingham Strategic Wealth, St. Louis, MO
Focus Partner since February 2007
“We saw a tremendous opportunity to expand our business capabilities by joining Focus. In the past two years, we’ve not only completed six sub-acquisitions – we’ve also created a business plan that enables our wealth advisors to focus on maintaining our core philosophy of building relationships by doing the right thing. The Focus partnership has helped us translate our vision for growth into reality through the sharing of best practices across the partnership and their merger and acquisitions expertise.” — Mont Levy, COO
Based in St. Louis, MO, Buckingham is led by a team of 13 principals. Its Buckingham Asset Management division offers investment advisory services for individuals, businesses, trusts, not-for-profits, and retirement plans. A turnkey asset management provider, BAM Advisor Services helps like-minded RIAs, (often associated with CPA practices) start, build, and manage their advisory practices. Buckingham’s investment approach centers on Dimensional Fund Advisors funds and Buckingham’s proprietary fixed-income capabilities.