Wealth Planning

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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.

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Dallas

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

Dallas

5810 Tennyson Pkwy
Suite 260
Plano, TX 75024

Dallas skyscrapers within the city centre

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 Plano near bustling downtown Dallas, 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.

Dallas skyscrapers within the city centre

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Enjoy some of our latest resources

  • 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.

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  • October 14, 2025

    Quarterly Investment Commentary: October 2025

    How durable are today’s U.S. mega cap companies? Many investors have noticed that just a handful of large U.S. companies now drive much of the stock market’s performance. While stock concentration can be unsettling, it also reflects one of the core strengths of markets: their ability to evolve.

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  • October 13, 2025

    How to Give to Charity Under the New OBBBA Rules

    Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way charitable giving is treated. If supporting causes you care about is part of your financial goals, here’s what you need to know.

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