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

Boca Raton

Proudly Serving South Florida

Boca Raton

5100 Town Center Cir
Tower Two, Suite 150
Boca Raton, FL 33486

Enjoy some of our latest resources

  • May 12, 2026

    Two-Minute Market Focus

    The “Buffett Indicator” is breaching into all-time high levels. What could this signal for the markets? In this episode, Focus Partners’ Todd Jones explores this gauge as well as Magnificent Seven earnings, performance trends, and correction/recession indicators.

    Listen to the podcast

  • May 11, 2026

    LGBTQ+ Financial Planning: Key Challenges and Opportunities

    Learn how LGBTQ+ financial planning addresses family-building expenses, same-sex marriage tax benefits, estate planning, and wealth strategy.

    Read the article

  • May 05, 2026

    When a Plan Works

    March’s sharp market drop and quick recovery underscored that diversification, staying invested, and following a sound plan can carry investors through uncertain periods.

    Watch the video