Carolina Capital Consulting Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham's Presence in North Carolina
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 / April 30, 2021 / 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 Carolina Capital Consulting, Inc. ("Carolina Capital"), a registered investment adviser located in Charlotte, North Carolina, 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 2021, subject to customary closing conditions.Founded in 1994 by Brian Fenn, Carolina Capital is a fee-only fiduciary firm and offers wealth management services to executives and other professionals, business owners, and retirees and their families predominantly in the Charlotte metropolitan region. Carolina Capital also has significant expertise in delivering wealth management and tax planning services to individuals in the healthcare field, havi
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