Focus Financial Partners – a leading partnership of wealth management, business management, and related financial services firms – announced that it has entered into a definitive agreement under which Homan Wealth Advisors of Omaha, Nebraska, will join Buckingham Strategic Wealth (a trade name of The Colony Group). This deal is expected to close in the fourth quarter of 2024, subject to customary closing conditions.
Buckingham, with a home base in St. Louis, MO, recently joined Colony. Collectively, they share over 90 offices nationwide.
Since the launch of their firm, Homan has collaborated with the team at Buckingham’s affiliated comprehensive wealth management platform, Buckingham Strategic Partners (BSP). Drawing on their encompassing tools and extensive thought leadership, Homan has been able to provide a treasure trove of personalized services to their clients.
KEY QUOTES:
“As our clients know, for over 20 years we have leveraged the BSP team’s resources, experience, and knowledge to handle our back-office duties. This alliance has allowed us the time and space to serve our clients and their unique needs in a personalized manner. As we considered the future of the firm, joining Buckingham Strategic Wealth was a natural next step. As members of their team, we are looking forward to further supporting our clients, both now and in the future.”
– President and Founder Richard “Rick” Homan, CPA, CFP
“The team at Buckingham Strategic Partners has enjoyed a tenured history and close relationship with the Homan team since 2003. With our rich history and deep connection, it’s exciting to officially welcome them to our community. We look forward to helping the team serve their clients and grow our presence in the Omaha area.”
– Adam Birenbaum, CEO of the combined Buckingham/Colony firm
“We are delighted to announce our first external acquisition into the combination of The Colony Group and Buckingham Strategic Wealth. This transaction is yet another step in a new era of opportunity for our company. We believe the combined Buckingham/Colony business presents a differentiated, leading opportunity for both clients and advisors and expect it to achieve rapid growth going forward.”
– Michael Nathanson, CEO of Focus
