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About Focus Partners

Education & Insights

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

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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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Palo Alto - 540 Cowper St

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

Palo Alto - 540 Cowper St

540 Cowper St
Suite 100
Palo Alto, CA 94301

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 near downtown Palo Alto, 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. 

Enjoy some of our latest resources

  • March 10, 2026

    Why Rebalancing Matters: Keeping Your Portfolio on Track

    Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment Officer of Systematic Strategies Kevin Grogan shares how this strategy can help mitigate risk, maintain discipline, and help investors stay focused on long-term goals, rather than short-term market swings.

    Watch the video

  • March 03, 2026

    What the Iran Conflict Means for Investors

    Geopolitical tensions are rising. Here is how markets are reacting and what history says about long-term outcomes.

    Read the article

  • March 02, 2026

    Two-Minute Market Focus

    With Iran dominating the headlines, what are some initial takeaways from the conflict in the Middle East? In this episode, Focus Partners’ Todd Jones dives into this topic along with midterm elections, performance trends, and correction/recession indicators.

    Listen to the podcast