Wealth Planning

Investments & Planning Process

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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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Portland - SW 5th Ave | Suite 1200

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

Portland - SW 5th Ave | Suite 1200

1211 SW 5th Ave
Suite 1200
Portland, OR 97204

Hawthorne Bridge leading into downtown Portland under a picturesque sunset

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. We are located minutes from the shores of the Willamette, 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. 

Hawthorne Bridge leading into downtown Portland under a picturesque sunset

Dig even deeper.

What’s it like to become a Focus Partners client? Download our brochure to learn more.

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Enjoy some of our latest resources

  • October 01, 2025

    The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners

    Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.

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  • September 29, 2025

    What’s the Difference Between Estate and Gift Taxes?

    Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation and ensure their heirs inherit what they’ve worked hard to build. Here’s what you should know about estate taxes and gift taxes and how you can prepare for their impact on your wealth planning.

    Read the article

  • September 15, 2025

    Monthly Investment Commentary: September 2025

    After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve is widely expected to resume cutting interest rates. The natural question is: What does this mean for my investments?

    Read the article