Financial Advisors in Albany, NY
3 Atrium Dr
Suite 265
Albany, NY 12205
Focus Partners Wealth is your locally based investment advisor in Albany, NY - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in the heart of New York’s Capital District and minutes from the banks of the Hudson, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Albany, NY. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Albany Team
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Barnaby Bullard
CFP®
Senior Wealth Advisor
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Kollin Allard
CFP®, CRPC®, SE-AWMA℠
Senior Wealth Advisor
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Edward McCarthy
MBA
Senior Wealth Advisor
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Christine Suozzi
CFP®
Senior Wealth Advisor
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Toby Potterton
CRPC®
Senior Wealth Advisor
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Robert Palmer
CFP®, RICP
Senior Wealth Advisor
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Thomas McGrath
CFP®
Wealth Advisor
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Mark Pelersi
CFP®
Associate Wealth Advisor
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Rachel Soka
CFP®
Associate Wealth Advisor
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Connor Wiggins
CRPC®
Associate Wealth Advisor
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Greg Britton
CRPC®, ChFC®, CLU®, CASL®
Managing Director, Advisory Leadership Team
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Jessica Bender
Client Service Lead
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Danielle Jolin
Senior Operations Manager
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Shari Buthfer
Tax Manager
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Philip Estes
Lead Portfolio Trader
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John Heslin
Senior Investment Strategist
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Lisa Britton
Manager of Office Support
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Jeffrey Darien
Regional Vice President
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Troy Donahue
Associate Vice President
Enjoy some of our latest resources
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September 16, 2026
What $40 Trillion in Debt Means for Your Portfolio
The U.S. national debt has surpassed $40 trillion. Learn how rising debt, interest rates, and economic trends may affect investors.
Watch the video -
September 15, 2026
Taking the Complexity out of Healthcare: A Concierge Approach for High-Net-Worth Families
Healthcare is more complex than ever. Learn how a dedicated healthcare advocate can help affluent families navigate insurance, billing, providers, and Medicare.
Watch the video -
September 09, 2026
Registered Investment Advisor vs. Broker-Dealer: How Are They Different?
Choosing a financial advisor involves more than comparing titles or services. Understanding whether an advisor operates as an RIA, a broker-dealer, or both can help you ask better questions about their legal obligations, compensation, and potential conflicts of interest.
Read the article