Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

 Let's Chat

Ashland

Discover personalized wealth management with Focus Partners Wealth, your Ashland financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.

Ashland

696 Mistletoe Rd
Ashland, OR 97520

Stunning fall foliage in Ashland State Park, capturing the essence of autumn

Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in scenic Ashland just a quick drive from Southern Oregon University, 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. 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.

Stunning fall foliage in Ashland State Park, capturing the essence of autumn

Dig even deeper.

What’s it like to become a Focus Partners Wealth client? Download our brochure to learn more.

Download PDF for more information

Enjoy some of our latest resources

  • November 10, 2025

    Save More on Taxes: Planning Strategies to Review Before Year-End

    Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to be implemented before the year-end deadline. Discover key tax planning steps you can take now to stay ahead and keep more of your income.

    Read the article

  • October 27, 2025

    What to Do With an Inherited IRA: 6 Options to Consider

    Inherited an IRA? Whether you’re planning to leave one to your adult children or have recently inherited one, knowing your options is key. Learn 6 strategies to manage distributions, minimize taxes, and maximize your inheritance.

    Read the article

  • October 21, 2025

    Quarterly Outlook: Job Growth Slows in the Face of Strong Growth

    The U.S. job market has cooled notably, with job gains slowing and consumer sentiment weakening, prompting the Federal Reserve to cut interest rates. Still, economic growth and consumer spending remain resilient, supporting a 3.8% annualized expansion in Q3 and keeping recession risks relatively low.

    Read the article