About Us

Expansive Resources.
Profoundly Personal.

Our interdependent wealth and business management ecosystem is rooted in a client-first approach and powered by the collective capabilities, knowledge, and resources of the Focus Financial Partners network.

Our Mission.

To focus the collective energy and capabilities of leading financial professionals to build a better future for clients, our communities, and the world we live in.

Our Values.

We are resourceful thinkers, responsive to the needs of clients, team members, and communities, and imaginative in spirit in the solutions we deliver.

Service

Clients’ success is our success.

Teamwork

We value every individual but also value super-teams before superstars.

Excellence

We are committed to high standards in what we do for clients and for our firms.

Integrity

We strive to do the right thing, and we do what we say we will do.

Execution

We have a bias to action.

The Power of Collective Energy.

$400B+

Client Assets

300+

Deals and Strategic Hires

6,300+

Team Members

Expansive Resources.
Profoundly Personal.

Since our inception, we have empowered our firms and their advisors to create and sustain a tailored, client-first experience. In short, we believe we can serve clients better and more holistically by serving their advisors better and more holistically.

  • Reimagining
    Wealth Management,
    Asset Management, and
    Business Management.

    United under a common brand, our Focus Partners firms leverage their expansive wealth, asset, and business management resources to bring strength, innovation, and partnership to client relationships.

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  • Partnering with firms
    to expand their impact
    and legacy.

    Focus also has built a powerful partnership of independently managed wealth and business management firms, helping them evolve and grow through capital investment and practice management. Partnership with Focus equips our network firms to expand their offerings, achieve organic growth goals through strategic acquisitions, and plan for generational change.

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A Leader in the M&A Space.

With more than 20 years of experience and over 300 completed transactions, Focus Financial Partners is a leader in the wealth management, asset management, and business management spaces. Our track record, deep bench of experts, and expansive resources and services can help unlock potential and fuel growth. If you want to explore an opportunity to join our client-first, interdependent ecosystem, we would love to talk.

  • Strong,
    Recognizable Brand.

    Focus is a trusted and well-known brand in financial services, offering credibility and authority to its partners and advisors. Unification under the Focus Partners brand and leadership enhances that industry presence, ultimately elevating brand authority and recognition. By joining Focus, firms gain credibility, prestige, and support, further strengthening their position in the market.

  • Integrated,
    Yet Entrepreneurial.

    Focus enables advisors to prioritize their client relationships while benefiting from the scale and advantages of a larger, more capable, and integrated firm. With a rewarding incentive program, Focus can also offer equity participation and opportunities for long-term value creation.

  • Expanded,
    Sophisticated Solutions.

    Focus firms experience not only a platform of core wealth and investment management capabilities but also a curated selection of family office, treasury, credit, risk, tax, trust and estate planning, and business-owner and valuation services. We complement these services with support for health and wellness, travel, personal security, lifelong learning, and other vital needs of clients.

  • Long-Term Vision
    and Stability.

    Focus prioritizes sustainability and stability in addition to growth, with a strategic approach toward thoughtful and enduring success. Through a methodical acquisition discipline, Focus empowers advisors to plan for the long term.

Meet Our Executive Leadership Team.