Burlington

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

Burlington

320 N Third St
Suite 501
Burlington, IA 52601

Aerial view of the Burlington river featuring a large white bridge

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 just down the street from the historic Capitol Theater and near the banks of the mighty Mississippi, 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.

Aerial view of the Burlington river featuring a large white bridge

Dig even deeper.

What’s it like to become a Focus client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • September 08, 2025

    The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It

    One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and local tax (SALT) itemized deduction, which rises from $10,000 to $40,000. While this is welcome news for high earners facing substantial state income and property taxes, it also introduces new complexities—without thoughtful planning, you could end up paying more in taxes than expected.

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  • August 25, 2025

    Student Loans After the One Big Beautiful Bill Act: What Families Need to Know

    Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.

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  • August 18, 2025

    Monthly Investment Commentary: August 2025

    The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.

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