Texas-Based Firm CFO4Life Joins Focus Financial Partners
– Growth-Oriented Firm Plans to Leverage Focus’ Resources to Strengthen its Regional Presence –
New York, NY – February 6, 2017 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that CFO4Life, a registered investment advisory firm based in Coppell, Texas, joined the Focus partnership as of February 1, 2017. CFO4Life is the first Focus partner firm headquartered in Texas.
As its name indicates, CFO4Life was founded with a vision to help clients make the best financial decisions possible throughout each stage of their lives. Established in 2006, CFO4Life originally began as primarily an accounting and tax firm, affiliated with LPL Financial. The firm’s high quality client care was a key factor in contributing to its significant initial success and growth. The firm later expanded its offerings, evolving into a comprehensive wealth management firm to accommodate increasing client needs. In September of 2012, with tremendous growth momentum, CFO4Life left LPL Financial and officially established its own registered investment advisory firm.
Founding partners Levi McMellian and Brian Chastain led the expansion of the firm’s presence to include three additional locations – Fort Worth, Texas, Pittsburgh, Pennsylvania and Fort Wayne, Indiana. The firm also added two additional partners, Rusty Boaz and Chase Reid, while continuing to grow its client base.
“Helping our clients to achieve their financial goals has always been our mission, and this has been the main driver of our organic growth over the last decade,” said Levi McMellian, the CEO, Executive Director and Founding Partner of CFO4Life. “We are excited to join Focus and enhance our client service offering. We believe Focus’ M&A resources and value-add services will help us get to the next stage of the business.”
“We are impressed by CFO4Life’s client service model and growth trajectory. We see a true entrepreneurial team there – they have established growth and development as an essential part of the firm culture. We are excited to welcome such a strong team to the partnership,” said Rudy Adolf, CEO and Founder at Focus.
About Focus Financial Partners
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit http://www.focusfinancialpartners.com/.
Based in Coppell, Texas, CFO4Life offers wealth management, tax planning and retirement planning services. Founded in 2006, the firm has three additional office locations in Fort Worth, Texas, Pittsburgh, Pennsylvania and Fort Wayne, Indiana. For more information, please visit http://www.mycfo4life.com/
Focus Financial Partners
Daijing Lin, email@example.com/646 775 6412