Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Benefit Financial Services Group; Irvine, CA; Anaheim Hills, CA
Focus Partner since March 2007
“Focus cannot, will not, and has not changed the management structure, service philosophy, day-to-day business dealings, or client practice management of our firm.” — John C. Campbell, Founder
Based in Irvine, CA, BFSG is an independent fee-based retirement plan consulting firm serving mid-market companies. BFSG’s services include committee chartering, investment policy statement creation, investment analysis, fiduciary compliance consulting, total plan cost assessment/revenue disbursement, and vendor benchmarking. John Campbell has been at the helm of the firm for over 17 years, and has driven the fiduciary aspect of his practice by creating processes that help retirement plan fiduciaries avoid potential conflicts of interest.