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We serve as your financial compass helping customize a plan to fit your goals

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 $7.591 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 54 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.

1As of 12/15/21. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. 

Check the background of this advisor on FINRA’s BrokerCheck.