As an independent wealth manager, I can tap
into the Focus partnership’s vast resources to
find the best solutions for my clients.

- Bert Schweizer III, Buckingham Asset Management, St. Louis, MO

slide1_bert

We are the world’s leading partnership of independent wealth advisors.

I put my clients’ interests first. At the end of
the day, I know I did right by them.

- Lori Van Dusen, LVW Advisors, Rochester, NY

slide2_lori

Unlike large investment firms, we are passionate believers in a
transparent approach to wealth management. We offer advice, not products.

My clients place their full trust in me.
Knowing I’m backed by such an experienced
team gives them added peace of mind.

- Eric Rosenberg, GW & Wade, Wellesley, MA

slide3_eric

Our passion is backed by vast expertise and deep bench strength.
Unlike other independents, we have scale-based access to resources and controls.

Let us show you the difference with Focus.

- Chris Dupuy, Focus Financial Partners, San Francicso, CA

chris_slider

We’re your Advocate: Approachable. Reliable. Transparent. Expert.

The Future of Wealth Management

The Future of Wealth Management

Focus Financial Partners CEO Rudy Adolf discusses on Bloomberg Television why investors are turning to independent wealth managers.

$1 Billion Advisor Team Ditches Wirehouse For The Independent Life

Meet Tim Kneen and Clayton Hartman just once and you would know that they were never meant to be wirehouse advisors. This billion dollar Colorado based duo, generating almost $8 million in annual revenue, with combined industry experience of not quite six decades left UBS in mid-January to form their own wealth management firm.

READ MORE

Voices: Michael Nathanson, on ‘Enhanced’ Open Architecture

The Colony Group’s Michael Nathanson explains in the Wall Street Journal the benefits of enhanced open architecture and why it provides the most flexibility to the client.
READ MORE

Don’t ‘Lean In’ to Stereotypes, Just Be Yourself

Has the financial advisory industry disenfranchised women because they are expected to emulate male stereotypes? Hear Rajini Kodialam’s take on women and wealth management in InvestmentNews.

READ MORE

Longtime Merrill Lynch Executive Chris Dupuy Joins Focus Financial Partners • Flynn Family Office Launches with Award-Winning Team • Top Ranked LVW Advisors Expands Team and Deepens Service Offering with Addition of Wells Fargo Advisors • Quadrant Private Wealth Launches Independent Firm and Joins Focus Financial Partners’ Connections Program • Focus Expands Into the Southeast by Adding Summit Financial to Growing Partnership • Billion-Dollar Team Leaves UBS, Goes Independent • Atlas Private Wealth Management, a $1 Billion Firm, Expands into the NY Capital Region With Two Veteran Albany Advisors • Focus Expands Credit with Access to $550 Million Facility • Focus Exceeds $1.6 Billion in Assets through its Industry-Leading Succession Planning Program • The Colony Group Expands into New York Market with Prosper Advisors • Focus Bolsters Business with New Talent • Focus Announces Partnership with Telemus Capital Partners • Focus Financial Partners Adds LaFleur & Godfrey as a New Partner Firm • Focus Receives Strategic Equity Investment from Centerbridge • Focus wins $400 million DFA RIA in Dallas with Buckingham • Focus Strengthens Breakaway Offering with Strategic Hires • Focus Strengthens New York Presence with Addition of The Portfolio Strategy Group • Merriman, LLC joins Focus Financial Partners • Focus launches industry wide succession solution • Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm • Focus Financial’s Colony Group to Merge With Mintz Levin • Going Independent: Wirehouse Superstar Goes Solo • Intergenerational Wealth Transfer: A window of opportunity in 2012 • Beirne Wealth Consulting Launches through Focus Connections • Focus Closes $220 Million Credit Facility • Focus Adds Resources to Breakaway Offering • Rudy Adolf Named to InvestmentNews Power 20 • Focus Named to Inc. 5000 List of Fastest Growing Companies for 2nd Consecutive Year • Sapient Private Wealth Management Becomes Focus Partner • Top Ranked Lori Van Dusen Opens LVW Advisors • Hufford Financial Joins Focus • The Colony Group to Join Focus • Focus Surpasses $40 Billion in Assets at 5 Year Anniversary, Adds Pettinga Financial