Northeast Territory
Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia
JAMES BOYLAN
SCHEDULE A MEETING
You have lots of options to support your business. But to grow a roster of high-net-worth clients in today’s competitive financial landscape, you need more. That’s where we come in.
We are strategic partners to independent RIAs and advisors. Our purpose is to support you on your journey to building your dream practice. Not only do we take administrative tasks off your plate so that you can focus on your clients, Focus Partners Advisor Solutions provides you with the expansive wealth of resources of a larger institution, confidence in your investment approach and a clear process to demonstrate greater value to your clients.
We are dedicated partners to financial advisors, empowering them to build thriving, impactful practices.
We’re here to guide advisors every step of the way, from starting their journey to seeing the ripple effects of their work in clients’ lives. At every stage, they can count on us to be a reliable partner, a source of insight, and a driver of growth
Our goal is to help advisors elevate the wealth management experience and deliver personalized, high-quality service that makes every client feel like they’re the only one.
We strive to lead the industry by championing bold ideas and practices with a goal to set the standard. Our advisors won’t just keep up with change—they’ll be the ones making it happen.
Scaling unlocks opportunities to grow, optimize processes, reduce costs, and seize new possibilities. With our resources, advisors will gain greater flexibility and more time to focus on what matters most—building deep relationships that transform clients’ lives.
We cultivate a vibrant, collaborative community of visionary advisors who challenge each other to reach new heights. In our community, growth is not just about numbers, it’s about the constant pursuit of knowledge, the embrace of innovative ideas, and the collective determination to be better and provide more value to clients.
"Our TAMP-like service helps give you more time in your day while providing more than just a solution to an investment problem. Our holistic wealth management approach supports your clients’ trust, your growth journey, offers a wealth of planning and investment resources, a dedicated support team and a network of like-minded advisors."
-Jonathan Scheid, President
* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
Focus Partners Advisor Solutions was born from the BAM ALLIANCE, BAM Advisor Services and Loring Ward brands. Previously known as Buckingham Strategic Partners, this coalition of like-minded professionals has collectively spent over 25 years creating a better wealth experience for financial advisors and their clients. We share a collaborative culture with our affiliated company Focus Partners Wealth, formerly named Buckingham Strategic Wealth, as well as our parent company Focus Financial Partners. We believe in the benefit of collective wisdom shared across our organizations.
Focus Partners Advisor Solutions was born from the BAM ALLIANCE, BAM Advisor Services and Loring Ward brands. Previously known as Buckingham Strategic Partners, this coalition of like-minded professionals has collectively spent over 25 years creating a better wealth experience for financial advisors and their clients. We share a collaborative culture with our affiliated company Focus Partners Wealth, formerly named Buckingham Strategic Wealth, as well as our parent company Focus Financial Partners. We believe in the benefit of collective wisdom shared across our organizations.
Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia
Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming
Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas
Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin
