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.

 Contact Us

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

Financial Advisors in Santa Monica, CA

2120 Colorado Ave
Suite 100
Santa Monica, CA 90404

Coastal homes and palm trees overlooking the Santa Monica shoreline, with modern residential buildings and high-rise structures in the background.

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. Just minutes from the Pier, 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. 

Coastal homes and palm trees overlooking the Santa Monica shoreline, with modern residential buildings and high-rise structures in the background.

Enjoy some of our latest resources

  • August 11, 2026

    Two-Minute Market Focus: Third Quarter 2026 Performance

    What does recent market performance suggest about the health of the economy, and which signals should investors monitor next? Listen to this week’s Two-Minute Market Focus as Todd Jones shares his perspective on the third quarter market leadership, underlying economic strength, and the bond market’s role as a potential early warning indicator.

    Listen to the podcast

  • August 11, 2026

    Why Cash May Be Riskier Than You Think

    In this Focus Perspectives video, Blerina Hysi shares how excess cash may expose investors to reinvestment and inflation risks that can affect long-term purchasing power.

    Watch the video

  • August 04, 2026

    Quarterly Perspectives: What the Markets Are Telling Us

    Hear from our planning team as they share their perspective on today's markets—and what it could mean for your long-term financial strategy.

    Watch the video