Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993. As one of the largest independent, non-proprietary advisory firms, Focus Financial has more than $6.7581 billion in total client assets.
At Focus Financial, we support our advising professionals as they serve their clients' needs. Our network consists of over 240 advising professionals and staff, many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation, with expertise in a variety of practice areas. Focus Financial has 46 branch offices across 6 states.
Our Values
Focus Financial was built upon the concept that by supporting individual financial advisors, we would help them better serve their clients. This simple idea remains at the core of our financial planning firm and perfectly complements our three guiding values:
CLIENTS FIRST: By being independent, advisors are free to provide expert financial planning services in the best interest of each client and their specific goals.
EARN TRUST: Earn the mutual trust of every client and colleague by maintaining the highest level of honesty, integrity, and professionalism.
DELIVER EXPERTISE: Focus Financial advisors are always learning and continually seek opportunities to provide clients with individualized service and greater value.
1 Metro-area wealth management firms ranked by total assets managed.
As of 12/15/22. Assets receive periodic management, asset allocation services, or are managed by third parties and are not
under continuous management. Minneapolis St. Paul Business Journal ranks 45 to 50 Metro-area wealth management firms
by total assets managed. Current rank awarded 1/26/2023 which is good for the calendar year. Focus Financial pays to use the
branded ranking for websites, social media and printed materials.
Third party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working
with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance
or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of
any one client’s evaluation.