NEW YORK, NY / ACCESSWIRE / May 12, 2023 / Focus Financial Partners, Inc. (NASDAQ:FOCS) (“Focus”), a leading partnership of independent fiduciary asset managers, today entered into a definitive agreement with Madison Wealth Advisors LLC (“Madison” or “”) announced that it did. “Madison Wealth Advisors,” a registered investment management firm based in Leeds Summit, Missouri, will join Focus Partner Buckingham Strategic Wealth LLC (“Buckingham” or “Buckingham Strategic Wealth”) . The transaction is expected to close in the third quarter of 2023, subject to customary closing conditions.
Douglas F. Clarke, Managing Member of Madison Wealth Advisors, PFS and his team have strategically guided their clients’ personal goals and investments for more than 20 years through client-centric advice and evidence-based investing. has been adjusted to Since its inception, Madison Wealth Advisors has used Buckingham Strategic Partners LLC (and its predecessor), a Buckingham-owned turnkey wealth management platform, as the backing to grow and sustain its thriving business. Provided office support.
“Since the founding of Madison Wealth Advisors, we have tapped the vast resources of Buckingham’s sister company, Buckingham Strategic Partners (including its predecessor), to handle the behind-the-scenes work and ensure that staff and I It has allowed us to focus on providing strong financial advice to our clients,” said Doug Clark. “Thanks to our longstanding relationship and the resulting trust in Buckingham, the natural next step in expanding our services and offerings was to partner with Buckingham Strategic Wealth. In the meantime, we believe a seamless transition will take place.While the name on our door will change, our commitment to serving our customers remains the same.”
Adam Birenbaum, CEO of Buckingham Strategic Wealth, added: “As longtime partners at Madison Wealth Advisors, we are thrilled to take our relationship to the next level.” . “Their focus on helping clients achieve their financial goals by enhancing, protecting, transferring and donating wealth aligns with our deepest values and strongest commitment. We look forward to many more years of support for Doug and the rest of the team as they serve their customers,” West Missouri. ”
“We are thrilled that Mr. Madison will join Buckingham, with two transactions in the region in the past two years, cementing Buckingham’s strong presence in the Kansas City asset market.” Chairman, CEO and Chairman Rudy Adolph said: “Mr Madison’s deep relationship with Mr Buckingham is a testament to the resources and platform Mr Buckingham has built to attract and retain like-minded advisory talent. We are excited about the company’s M&A momentum, and they are a prime example of that.” Growth-minded companies that leverage our focus on our differentiated M&A expertise can succeed. ”
About Focus Financial Partners Co., Ltd.
Focus Financial Partners Inc. is a leading partnership of independent fiduciary asset managers. Focus provides access to best practices, resources and continuity planning for partners that provide comprehensive wealth management services to individuals, families, employers and institutions. Focus partners benefit from the synergies, scale, economics and best practices that Focus offers to achieve their business objectives while maintaining operational independence. For more information on Focus, please visit www.focusfinancialpartners.com.
About Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth, LLC helps individuals, families, businesses, trusts, non-profits, retirement plans and health care operators to Helping you achieve your life and financial goals. 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 manager, Buckingham has fiduciary duties to its clients. Buckingham’s investment approach centers around modern portfolio theory implemented through passively managed mutual funds and the firm’s fixed income portfolio design and execution capabilities. Headquartered in St. Louis, Buckingham has more than 50 offices across the United States. For more information, please visit www.buckinghamstrategicwealth.com.
Cautionary Note Regarding Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus’s current views regarding certain current and future events. These forward-looking statements are, and continue to be, subject to a number of risks, uncertainties and factors related to Focus’s business and business environment, and future events may affect or affect these forward-looking statements. may cause it to differ materially from what is implied in the The forward-looking statements contained in this release are based on information available to Focus as of the date of this release. Focus does not undertake to publicly update or revise any forward-looking statements even if experience or future changes demonstrate that the statements expressed or implied in the forward-looking statements will not materialize. . Additional information regarding risk factors that may affect Focus may be set forth in Focus’ filings with the Securities and Exchange Commission.
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