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

August 05, 2026

Forbes Honors 13 Focus Advisors Among Its 2026 Best-in-State Next-Gen Wealth Advisors List

The Forbes Best-in-State Next-Gen Wealth Advisors list recognizes rising leaders who are shaping the future of wealth management. 


We’re proud to share that 13 Focus advisors have been named to the 2026 list, a testament to their leadership, deep technical skill, and dedication to delivering exceptional client service.

Will Abram

Blake Cecil

Geoff Curran

Ryan Formanek

Andrew Hambleton

Travis Harper

Alyssum Malone

Frank Mentone

AJ Price

Cory Rappaport

Nick Rounds

Claire Schulte

Adam Shemaria

Read the full listing here.

Forbes 2026 Best-in-State Next-Gen Wealth Advisors were released in August 2026 for data as of March 31, 2026. 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 the 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.  No compensation was paid to participate or be included in the ranking. For more information regarding the methodology used, click here.


Category

Press
Contact Us