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 19, 2026
Monthly Investment Commentary: How Private Investments Could Impact Your 401(k)
Policy changes, litigation, and new investment products are making alternative assets more accessible in retirement plans, particularly through target date funds. Kevin Grogan, Focus’ CIO, Systematic Strategies, explores how private investments are valued and whether that valuation accurately reflects their risk.
Watch the video -
October 12, 2026
How To Manage a Financial Windfall: An 8-Step Guide
A financial windfall can bring exciting possibilities, along with complex decisions. Whether your new wealth comes from an inheritance, business sale, settlement, or equity event, taking time to understand its impact can help you make more informed choices. Explore eight steps for aligning your windfall with your personal financial goals.
Read the article -
October 07, 2026
Two-Minute Market Focus: Rising Treasury Yields Put Bond Market Volatility in Focus
Commodities led markets over the past 90 days, while bonds and small-cap stocks declined as Treasury yields moved higher. In this week’s Two-Minute Market Focus, Todd Jones examines the rise in five-year Treasury yields, the factors contributing to higher real yields, and the growing disconnect between bond and equity market volatility.
Listen to the podcast