Bergman Investment Management To Join Focus Partner Firm Buckingham Strategic Wealth, Further Expanding Buckingham’s Presence in the San Francisco Bay Area
Focus Financial Partners Inc. (FOCS)
Last focus financial partners inc. earnings: 2/20 07:00 am
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Source: Accesswire
NEW YORK, NY / ACCESSWIRE / May 16, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Bergman Investment Management ("Bergman" or "Bergman Investment Management") will join Focus partner firm Buckingham Strategic Wealth, LLC ("Buckingham" or "Buckingham Strategic Wealth"). This transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.Bergman Investment Management is a fee-only registered investment adviser located in San Mateo, California. Founded by Doug Bergman in 1995, the firm provides personalized investment advice to predominantly high net worth individuals and families. Bergman will continue to be a client firm of Loring Ward, now a part of Buckingham Strategic Partners, LLC, Buckingham's affiliated comprehensive wealth platform, until the transaction closes."My clients have
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