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.

- Richard Gill, Focus Financial Partners, San Francisco, CA

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

Focus 2013 video

Hear our partners discuss potential changes in 2013

Going Independent: Wirehouse Superstar Goes Solo

Former Smith Barney advisor Lori Van Dusen sat with Mindy Diamond to talk about her latest career move: starting her own independent shop with Focus Financial Partners.
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Intergenerational Wealth Transfer: A window of opportunity in 2012

Estate tax laws are set to change in 2013, barring action from Congress to extend the current rules. Most notably, the exemption is scheduled to drop to $1 million from just over $5 million.
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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

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