Financial Advisors in Albany, NY
3 Atrium Dr
Suite 265
Albany, NY 12205
Focus Partners 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 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.
-
Your Albany Team
-
Barnaby Bullard
CFP®
Senior Wealth Advisor
-
Kollin Allard
CFP®, CRPC®, SE-AWMA℠
Senior Wealth Advisor
-
Edward McCarthy
MBA
Senior Wealth Advisor
-
Christine Suozzi
CFP®
Senior Wealth Advisor
-
Toby Potterton
CRPC®
Senior Wealth Advisor
-
Robert Palmer
CFP®, RICP
Senior Wealth Advisor
-
Thomas McGrath
CFP®
Wealth Advisor
-
Mark Pelersi
CFP®
Associate Wealth Advisor
-
Rachel Soka
CFP®
Associate Wealth Advisor
-
Connor Wiggins
CRPC®
Associate Wealth Advisor
-
Greg Britton
CRPC®, ChFC®, CLU®, CASL®
Managing Director, Advisory Leadership Team
-
Jessica Bender
Client Service Lead
-
Danielle Jolin
Senior Operations Manager
-
Shari Buthfer
Tax Manager
-
Philip Estes
Lead Portfolio Trader
-
John Heslin
Senior Investment Strategist
-
Lisa Britton
Manager of Office Support
-
Jeffrey Darien
Regional Vice President
-
Troy Donahue
Associate Vice President
Enjoy some of our latest resources
-
October 26, 2026
How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth.
Read the article -
October 20, 2026
Two-Minute Market Focus: New Equity Supply Could Reshape Market Dynamics
Commodities led markets over the past 30 days, while bonds, international developed stocks, and small-cap stocks declined amid volatility in technology and fixed income. In this week’s Two-Minute Market Focus, Todd Jones examines the potential impact of increased U.S. equity issuance, the role of private equity dry powder, and the strong earnings outlook supporting stocks.
Listen to the podcast -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article