I can tap into Focus’ vast resources to find the best solutions for my clients.

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


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


My clients have added peace of mind knowing
I’m backed by such an experienced team.

– Eric Rosenberg, GW & Wade, Wellesley, MA


Let us show you the difference with Focus.

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



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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 Independence

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.


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.

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.


Focus Further Accelerates Growth through Four Recent Marquee Deals • Focus Announces Ten New Hires to Support its Significant Growth • 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

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