Focus Financial Partners Announced that Confluence Wealth Management Will Join Partner Firm Buckingham Strategic Wealth, Enhancing Buckingham's Presence in the Pacific Northwest
October 30, 2020
Confluence offers comprehensive financial planning and wealth management services and serves a diverse group of individual and institutional clients. Upon closing of this transaction, Confluence, under CEO
"Confluence is well respected in the
"We are pleased that Confluence will be joining Buckingham," said
This transaction is also further evidence of how we are capitalizing on secular industry trends. We have a large, diverse group of partner firms that offer opportunities to RIA founders and teams seeking to increase their focus on client service and business development, while reducing the time they spend on operational activities. Our partners are leaders in the independent wealth management space and serve sophisticated clients. They benefit from our scale and substantial resources to offer state-of-the-art capabilities and the integrated, highly personalized services that their clients expect."
About
About Buckingham Strategic Wealth
Buckingham Strategic Wealth helps individuals, families, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important life and financial goals by creating customized, comprehensive, evidence-based financial plans. Buckingham's investment philosophy is rooted in an academic approach tailored to address each client's willingness and ability to accept market risk. As a registered investment adviser, Buckingham has a fiduciary obligation to its clients. Buckingham's investment approach centers on modern portfolio theory implemented through passively managed mutual funds and the firm's fixed income portfolio design and execution capabilities. Headquartered in
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are, and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment, including, without limitation, uncertainty surrounding the current COVID-19 pandemic, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the
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P: +1-646-813-2909
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