What Buckingham Wealth Partners does

Buckingham Wealth Partners is a US-based, privately held wealth management firm headquartered in St Louis, Missouri, founded in 1991, operating with 501–1,000 employees and delivering independent financial planning and wealth advisory services across the country. The firm serves three primary client segments: high-net-worth individuals and families seeking holistic wealth, investment, tax, and estate planning; business owners needing succession, exit, retirement plan, and CFO advisory support; and nonprofit and institutional clients requiring fiduciary investment management and endowment services. The company is closely associated with the Focus Partners Wealth brand, and the firm's website, logo, service taxonomy, and advisor locator are operated under focuspartners.com, indicating Buckingham sits within or alongside the broader Focus Partners platform.

The service platform is organized into three tiers: core offerings (Wealth Management, Specialized Planning, Family Office Services, Investment Planning, Wealth Planning Process, Institutional Services, Retirement Solutions) supported by a national network of specialized professionals; add-on services (CFO Services, Business Management, Tax Services, Budget Services, Divorce and Dispute Resolution, Business Owner Services, Lifestyle Services); and curated partner services for lifestyle and concierge needs. Technology is not disclosed as a proprietary differentiator — the offering is fundamentally human-advisor-led, relationship-based financial advice, with marketing and client engagement supported by content, events, an advisor finder tool, and social channels (LinkedIn, Facebook, X).

The business model is built on AUM-based advisory fees and fee-for-service financial planning on a subscription-style, annualized billing cadence, with pricing determined per client based on asset levels, service complexity, and engagement scope rather than published rate cards. GTM is enterprise-field-sales in character: relationship-led discovery conversations with HNW prospects, supported by digital top-of-funnel content marketing, events, and a website advisor locator that routes prospects to specific professionals. No revenue, AUM, ownership, or funding data is disclosed in the source materials. The firm was ranked No. 3 on USA TODAY's 2026 Best Financial Advisory Firms List (announced April 2026).

Name

Buckingham Wealth Partners

Legal name

Focus Partners Wealth

Website

https://buckinghamwealthpartners.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Buckingham Wealth Partners is a US-based, privately held independent wealth management firm headquartered in St Louis, founded in 1991, serving high-net-worth individuals, business owners, and institutional clients with holistic financial planning, investment management, and family office services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Affluent / Mass-Affluent Private Banking (FSABADAC)

akta.pro secondary industry

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement plan solutions
• Family office services

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management Advisory Fees: Focus Partners likely generates revenue through AUM-based (assets under management) advisory fees and fee-for-service financial planning, typical for wealth management firms serving high-net-worth clients. The firm offers comprehensive services including investment planning, tax services, and family office services, suggesting multiple revenue streams tied to client asset levels and service complexity.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Buckingham Wealth Partners delivers comprehensive wealth management and financial planning services to high-net-worth individuals, business owners, and institutions. Core offerings include personalized wealth management, investment planning, specialized planning, and family office services, supported by a network of specialized professionals providing tax, CFO, business management, retirement, and institutional services.

Product overview

Focus Partners Wealth offers a unified wealth management platform with multiple integrated service lines. The core offering consists of Wealth Management, Investment Planning, and Specialized Planning services, supported by a network of specialized professionals across the country. Additional services include Family Office Services, Institutional Services, and Retirement Solutions. The platform also includes complementary add-on services such as CFO Services, Business Management, Tax Services, Budget Services, Divorce & Dispute Resolution, Business Owner Services, and Lifestyle Services. This is a comprehensive financial services offering rather than a software product.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Personalized wealth management services built around client goals, values, and life objectives, delivered by a national network of wealth advisors.
• Specialized Planning Comprehensive financial planning services tailored to specific life situations and needs for individuals, families, business owners, and nonprofits.
• Family Office Services Full-service family office capabilities designed for high-net-worth families, including coordinated financial oversight and specialized professional support.
• Investment Planning Research-backed investment strategies and investment planning services aligned with client goals and risk profiles.
• Institutional Services Investment solutions and fiduciary services for institutional clients including nonprofits and endowments, with a focus on fiduciary excellence.
• Retirement Solutions Retirement plan fiduciary services for businesses, including 401(k) and other retirement plan management.
• Tax Services Tax planning and preparation services delivered through specialized tax professionals integrated with the wealth management team.
• CFO Services Chief Financial Officer advisory services supporting business and family financial management.
• Business Management Business management and operational support services for business owners and high-net-worth clients.
• Budget Services Personal and business budgeting services to help clients manage cash flow and spending plans.
• Divorce & Dispute Resolution Financial guidance during divorce proceedings and dispute resolution.
• Business Owner Services Specialized financial planning services for business owners, integrating personal and corporate financial strategy.
• Lifestyle Services Curated lifestyle services including concierge and bespoke partner services for clients.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Focus Partners Wealth: The principal operating brand associated with the firm per source data — a national wealth management platform offering wealth planning, family office, tax, and institutional services. Effectively the same entity, making it the closest direct peer.
• Creative Planning: One of the largest independent RIAs in the U.S., serving HNW individuals with comprehensive financial planning, investment management, tax, and estate services — directly comparable in scale, service breadth, and target client.
• Mariner Wealth Advisors: National independent wealth advisor with HNW focus, offering family office, tax, retirement, and institutional services. Highly comparable platform model and acquisition-driven growth strategy.
• Mercer Advisors: Large national RIA serving HNW clients with holistic financial planning, tax, estate, and investment management — directly comparable integrated offering and segment focus.
• Edelman Financial Engines: Large U.S. independent advisory firm serving HNW individuals with financial planning and investment management, with a comparable national footprint and integrated wealth platform.
• Carson Group: National wealth management firm offering financial advisors a full platform of planning, investment, and coaching services — a comparable integrated platform serving HNW households.
• Pathstone: Independent wealth management firm providing family office, investment management, and institutional services to HNW families and endowments — directly comparable in service mix and target segments.

Emerging players

• Sanctuary Wealth: National platform for elite independent advisors offering wealth management, planning, and consulting — overlapping with the firm's HNW service model but with a partnership-of-RIAs structure rather than direct advisor employment.

Broad incumbents

• Goldman Sachs Personal Financial Management (Ayco): Bank-affiliated wealth platform serving HNW individuals and business owners with holistic financial planning, including executive financial counseling (Ayco) — directly comparable client base and planning services but part of a much larger institution.
• Raymond James Private Client Group: Large broker-dealer-affiliated wealth management network serving HNW households with financial planning, retirement, and investment services — adjacent business model with overlapping client segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/FocusPartnersW
• Facebookfacebook.com/FocusPartnersWealth
• LinkedInlinkedin.com/company/focuspartnerswealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Buckingham Wealth Partners