Financial Advisors in Palo Alto, CA
540 Cowper St
Suite 100
Palo Alto, CA 94301
Focus Partners is your locally based investment advisor in Palo Alto, CA on Cowper Street - 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 is a trusted registered investment advisor offering personalized wealth management and financial planning services in Palo Alto, CA on Cowper Street. 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
-
October 01, 2026
Should You Buy or Lease Your Dental Practice Office Space?
For dental and medical practice owners, deciding whether to buy or lease office space requires balancing real estate ownership opportunities with practice needs, cash flow, tax planning, and long-term transition goals.
Read the article -
September 28, 2026
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
Read the article -
September 23, 2026
Two-Minute Market Focus: Markets Absorb a Fed Rate Hike as Valuations Ease
Markets largely absorbed the Federal Reserve’s first rate increase in three years, with U.S. large-cap stocks and bonds posting gains over the past seven days. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, the S&P 500’s more moderate forward valuation, and the SEC’s conditional step toward tokenized stock trading.
Listen to the podcast