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CFO4Life

Name: Focus Financial Partners
Price range: $

735 Plaza Blvd
Suite 100
Coppell, TX 75019

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Established in 2006, CFO4Life originally began as an audit and tax firm. Today, it’s a leading financial planning and investment management firm headquartered in Coppell, TX. CFO4Life specializes in providing comprehensive wealth management services to high net worth individuals, families and company retirement plans. Founders Levi McMellian and Brian Chastain have built on the foundation of financial planning that strives to deliver their clientele an unparalleled level of service with consistent communication and education.

For more information, please visit www.mycfo4life.com

A message from

Levi McMellian

CEO, Executive Director and Founding Partner, CFO4Life

Focus has been an incredibly valuable partner in our growth. Since partnering with Focus in 2017 our firm has nearly doubled in size. Just over a year after joining forces with Focus they helped us source and execute a transformational merger that added talent, a new office and meaningful growth to our team. They have left us alone to run the business and do what we do best but have always been there to provide support where needed. We’re excited about the future of CFO4Life and what we can accomplish with our partners at Focus.

Learn more about CFO4Life