We are a trusted outsourcing partner for financial advisors, supporting their success with white-glove solutions for their most challenging situations.
Joined December 2009
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We are excited to announce that we have officially become Focus Partners Advisor Solutions! While we have a new name, our vision remains. We will continue to be unwavering partners to financial advisors, empowering them to build thriving, impactful practices.
In this episode of Ask the Hammer, Buckingham’s Chief Planning Officer @CPAPlanner shares his thoughts on postponing or skipping an RMD. bit.ly/3x84qxV
We love making new friends! If you are an advisor who isn't part of our network yet, get to know us by signing up to receive emails, event invitations, valuable information and more. We can’t wait to connect! buckinghamstrategicpartners.…
In this episode of The Admired Advisor podcast with Steve Atkinson, Christopher Holtby shares his insightful perspectives and tips to help advisors think about trust services, ways to help clients understand their options, how to pick a trustee and more. buckinghamstrategicpartners.…
Calling all CPAs! In this lively discussion, our panel discussed the challenges, opportunities and benefits of offering a more holistic approach to their client’s financial needs. Catch the replay today! buckinghamstrategicpartners.…
Join us at our upcoming webinar as successful #CPAs share their tips, experiences and insights on integrating wealth management services into their accounting firms. buckinghamstrategicpartners.…
ATTENTION #CPAs: Are you considering growing your services to include wealth management? Join us July 11 for “Finding Your Partner: Building a Successful Wealth Management Practice”. tinyurl.com/2s39xenk