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

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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

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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

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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

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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.

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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.
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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.

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Classic Capital Joins Buckingham Asset Management • Focus Financial Partners Enters the Canadian Market with Dorchester Wealth Management • The Fiduciary Group Joins Focus Financial Partners • Telemus Capital Ranked Among America’s Top 1,200 Financial Advisors by Barron’s for the Sixth Time • LVW Advisors Ranked Among America’s Top 1,200 Financial Advisors by Barron’s • The Colony Group Surpasses $5 Billion in Assets Under Management with the Addition of CapGroup Advisors • Bridgewater Wealth & Financial Management Names Nina R. Mitchell as Principal