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.


CFO4Life, Coppell, TX; Fort Worth, TX; Pittsburgh, PA; Fort Wayne, IN
Focus Partner since February 2017
www.mycfo4life.com

“Helping our clients to achieve their financial goals has always been our mission, and this has been been the main driver of our organic growth over the last decade. 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.” – Levi McMellian, the CEO, Executive Director and Founding Partner of CFO4Life

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 www.mycfo4life.com

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