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.
Strategic Wealth Partners, Deerfield IL
Partner since 2014
“We ultimately decided that Focus was the right partner for us based on their stellar track record of providing unparalleled access to capital and growth support as well as their ability to attract additional talent to our bench.”
— Dave Copeland, Principal
Based in Deerfield, Illinois, Strategic Wealth Partners advises on more than $1.4 billion in client assets for high net worth individuals and institutions. David Copeland and Neal Price founded Strategic Wealth Partners in 2008 from their passion to eliminate conflicts and provide their clients with the highest quality of independent advice. The firm provides customized financial planning and investment advisory services to their clientele. In 2014 the firm was named a Financial Times “Top 300 RIA” and has been recognized by Financial Advisor Magazine’s “RIA Survey & Ranking” six years in a row.