In the News
In the News
CATEGORY:
Growth
April 17, 2025
Growth20 Focus Partners Advisors Named on Forbes 2025 Best-In-State Wealth Advisors List
We are excited to announce the following Focus Partners associates were recognized on the 2025 rankings.
Forbes 2025 Best-In-State Wealth Advisors and Forbes 2025 America’s Top Wealth Advisors awards were received on April 8, 2025 for data as of June 30, 2024. Data was provided and ranking was developed by SHOOK® Research, LLC and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Stephen Taddie, Elisabeth Cullington, Rachel Luken, and Ty Summerlin's recognition was based on information submitted by HoyleCohen Wealth Management. Tyler Bartlett and Aimee Butler's recognition was based on information submitted by Merriman Wealth. Fees were paid to Forbes for use and promotion of Debra Brede’s ranking, but not to be considered for the awards. No compensation was paid with respect to the other recipients. For more information regarding the methodology used, click here.
January 19, 2024
GrowthFocus Partners Expands Michigan Presence with Wasserman Wealth Management
Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Wasserman Wealth Management (“Wasserman” or Wasserman Wealth Management, LLC ”) of Farmington Hills, MI will join Focus.
Get the detailsDecember 15, 2023
GrowthFocus Partners Expands Atlanta Presence with Mesa Financial Group
Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Mesa Financial Group, LLC (“Mesa” or “Mesa Financial Group”) of Atlanta, GA will join Focus.
Get the detailsOctober 24, 2023
GrowthBriggs Advisory Group to Join Focus Partners Team
Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Briggs Advisory Group, Inc. (“Briggs” or “Briggs Advisory Group”) of Lincoln, RI, will join Focus.
Get the detailsOctober 24, 2023
GrowthLifePlan Financial Advisory Group to Join Focus Partners
Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that LifePlan Financial Advisory Group, LLC (“LifePlan”) of Rochester Hills, MI, will join Focus.
Get the detailsMay 12, 2023
GrowthMadison Wealth Advisors to Join Focus Partners Team
Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Madison Wealth Advisors, LLC (“Madison Wealth” or “Madison Wealth Advisors”) of Lee’s Summit, MO, will join Focus.
Get the detailsMarch 16, 2023
GrowthHausman Advisors, LLC, To Join Focus Partners Team
Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Hausman Advisors, LLC (“Hausman Advisors”), of Hood River, OR, will join Focus.
Get the detailsFebruary 17, 2023
GrowthDavis Financial Planning to Join Focus Partners
Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Davis Financial Planning, LLC (“DFP”) of Asheville, NC, will join Focus.
Get the detailsJanuary 06, 2023
GrowthOxford Financial Partners to Join Focus Partners
Focus Partners, LLC (“Focus” or “Focus Partners”) is excited to announce that Siena Capital, LLC, doing business as Oxford Financial Partners (“Oxford”), of Cincinnati, OH, will join Focus.
Get the details