Homan earlier partnered with the team at Buckingham’s affiliated comprehensive wealth management platform. Credit: Nuttapong punna/Shutterstock.

Focus Financial Partners has agreed to acquire Homan Wealth Advisors, an independent firm based in Omaha, Nebraska.

The acquisition will see Homan Wealth Advisors join Focus Financial Partners’ Buckingham Strategic Wealth, which is a trade name of The Colony Group.

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Earlier this year, Focus’ partner firm Buckingham Strategic Wealth combined with Focus firm The Colony Group, to form a single entity.

The combined Buckingham/Colony firm, which merged in June 2024, offers a wide range of fiduciary financial advisory services to individuals, families, nonprofits, and other organisations.

With 90 locations across 31 US states and the District of Columbia, the firm’s extensive footprint and expertise are set to be further enhanced by the addition of Homan Wealth Advisors.

Subject to regulatory approval, the Homan-Buckingham transaction is expected to be finalised in the fourth quarter of 2024.

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Earlier, Homan Wealth Advisors partnered with the team at Buckingham’s affiliated comprehensive wealth management platform, Buckingham Strategic Partners (BSP).

Combined Buckingham/Colony firm CEO Adam Birenbaum said: “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.”

Homan Wealth Advisors president and founder Richard Homan said: “This alliance has allowed us the time and space to serve our clients and their unique needs in a personalised manner.

“As we considered the future of the firm, joining Buckingham Strategic Wealth was a natural next step.”