Homan Wealth Advisors Merges with Buckingham Strategic Wealth
In a significant move within the wealth management sector, Homan Wealth Advisors, LLC has announced its decision to join Buckingham Strategic Wealth and The Colony Group. This strategic merger is designed to enhance the broad array of services offered to clients while fostering growth and access to valuable resources.
Strengthening Client Services
Since its inception, Homan Wealth Advisors has collaborated closely with Buckingham’s affiliated comprehensive wealth management platform, known as Buckingham Strategic Partners, LLC. This partnership has enabled Homan to utilize advanced tools and insights, delivering a wealth of personalized service offerings to its clientele.
Comments from Leadership
Richard “Rick” Homan, the President and Founder, expressed his thoughts on the merger, stating, "For more than two decades, we have relied on the extensive resources provided by the BSP team. This collaboration has afforded us the ability to zero in on the unique needs of our clients. As we look to the future, joining Buckingham Strategic Wealth is a logical progression that aligns with our commitment to client service. We eagerly anticipate enhancing support for our clients now and well into the future.”
Shared Vision and Growth
Adam Birenbaum, the CEO of the newly formed Buckingham and Colony firm, highlighted the long-standing relationship between the two companies, stating: "The partnership with Homan Wealth Advisors has been a mutually beneficial relationship since 2003. Welcoming them to our community is an exciting development, and we are enthusiastic about expanding our presence in the Omaha region and beyond.”
Vision of Progress
Michael Nathanson, the CEO of Focus Financial Partners Inc., further elaborated on the strategic implications of this union. He noted, "This merger represents a new chapter for our company, creating exciting opportunities for the combined Buckingham and Colony operations. We expect this union to yield exemplary results for both our clients and our advisory teams, achieving accelerated growth in the wealth management landscape.”
About Homan Wealth Advisors
Founded in 2003, Homan Wealth Advisors provides clients with tailored investment strategies focusing on risk management, tax planning, and estate planning. Their approach is underpinned by a comprehensive, evidence-based investment methodology, ensuring that the client experience remains both individualized and highly effective. The firm operates from its Omaha location, serving a diverse range of clients.
Focus Financial’s Leadership in Wealth Management
Focus Financial Partners Inc. stands as a leader in the wealth management industry, providing vast resources and services to affiliated firms. This expansive network allows members to better serve individuals, families, and institutions with a full suite of financial services, heightening their collective capabilities to achieve clients' financial goals.
Expanding Networks
The newly formed Buckingham and Colony Group has established itself as a formidable investment advisory firm with over 90 locations nationwide, including 31 states and the District of Columbia. This merger enhances their service offerings, allowing them to manage regulatory assets exceeding $95 billion. Their commitment to fiduciary financial advisory services empowers individuals and organizations while supporting community initiatives.
Looking Ahead
As Homan Wealth Advisors integrates into Buckingham Strategic Wealth and The Colony Group, the firm emphasizes continued dedication to personalized client service. Their commitment ensures that clients will benefit from combined expertise and robust resources in a constantly evolving financial landscape.
Frequently Asked Questions
What does the merger entail for Homan Wealth Advisors' clients?
The merger will enhance the services available to clients, providing access to a broader range of financial resources and expertise.
Why did Homan Wealth Advisors decide to join Buckingham Strategic Wealth?
The decision was motivated by the desire to strengthen client service and leverage the resources of a larger network.
How many offices do the combined companies have?
The newly formed Buckingham and Colony Group boasts over 90 offices across 31 states and the District of Columbia.
What types of services does Homan Wealth Advisors provide?
They offer personalized investment strategies, risk management, tax strategies, and estate planning since their establishment.
Who leads Focus Financial Partners Inc.?
Focus Financial Partners is led by CEO Michael Nathanson, overseeing the expansive wealth management network.
