Mary Claire Leach

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 06/2017
  Moneta Group
  Clayton, MO
• 07/2017 → Present
  Buckingham Asset Management, Llc.
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2018-02-16 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO

Other Names

• Mary Claire Mckinney