On January 6, 2025, Focus Financial Partners announced that its partner firm Buckingham Strategic Wealth acquired Homan Wealth Advisors.
Focus Financial Partners (“Focus”) announced, on January 6, 2025, that its partner firm Buckingham Strategic Wealth (“Buckingham”) acquired Homan Wealth Advisors (“Homan”). Under the terms of the transaction, Homan will operate under the Buckingham name. Further terms of the deal were not disclosed.
Focus (Nasdaq: FOCS), based in New York, is a financial firm specializing in investments in registered investment advisors. Focus has approximately $360 billion assets under management.
Buckingham, based in Saint Louis, Missouri, is a registered investment advisor offering financial planning and investment advisory services. As of August 2024, Buckingham had approximately $29 billion in assets under management.
Homan, based in Omaha, Nebraska, is a registered investment advisor and wealth management firm offering financial planning, investment management and estate planning services to high-net-worth individuals. As of the closing, Homan managed approximately $330 million in client assets.
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