Bellevue
Discover personalized wealth management with Focus Partners Wealth, your Bellevue financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Bellevue
10900 NE 8th St
Suite 780
Bellevue, WA 98004

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 right in the middle of the action in downtown Bellevue, just a short walk from the Key Center, 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.

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Your Bellevue Team
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Aaron Spencer
CFP®, ADPA™
Senior Wealth Advisor
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Mike Ersser
CFP®, ABFP™
Senior Wealth Advisor
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Lowell Parker
CFP®
Senior Wealth Advisor
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Jeff Barnett
MCR, CFP®
Senior Wealth Advisor
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Frank McLaughlin
CFP®, CSRIC™
Senior Wealth Advisor
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Danielle Strumbeta
CFP®
Manager, Advisory Leadership Team
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Michelle Lach
CFP®
Wealth Advisor
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Isaac Everett
CFP®
Associate Advisor
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Michelle Smith
CFP®
Associate Advisor
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Aneesah Allen
Client Service Associate
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Kim Bourassa
Senior Client Service Associate
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Rebekah Bobb
Senior Client Service Associate
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Rods Alvarez
Lead Client Service Associate
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Enjoy some of our latest resources
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Quarterly Perspectives: A Mid-Year Investment Outlook for 2025
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Two-Minute Market Focus
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5 Essential Tips for Teaching Kids About Investing