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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April 21, 2026

Press

Max Haspel Named a 2026 Top Banking and Finance Influencer by Long Island Business News

We are proud to announce that Max Haspel, CEPA®, President of Business Owner Services & Senior Wealth Advisor, has been recognized by Long Island Business News as a 2026 Top Banking & Finance Influencer.

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April 21, 2026

Press

Two Team Members Recognized on the Forbes 2026 America’s Top Wealth Advisors List

We are pleased to announce that Senior Wealth Advisor Debra Brede and Vice Chair Randy Conner have been named to the 2026 Forbes Top Wealth Advisors List.

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April 21, 2026

Press

Focus Advisors Debra Brede and Randy Conner Named to the 2026 Barron’s Top 1,500 Financial Advisors List

We are proud to share that two Focus advisors, Debra Brede and Randy Conner, have been named to the 2026 Top 1,500 Financial Advisors list by Barron's.

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April 17, 2026

Press

Focus Ranked No. 3 on USA TODAY’s 2026 Best Financial Advisory Firms List

We are pleased to announce that Focus has been ranked No. 3 on USA TODAY’s 2026 Best Financial Advisory Firms list. Developed in partnership with Statista, the ranking evaluates the top 1,000 RIAs nationwide based on assets under management (AUM) and recommendations from clients and industry peers.

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April 15, 2026

Press

34 Focus Advisors Named to Forbes 2026 Best-In-State Wealth Advisors List

We are proud to share that 34 Focus team members have been named to the Forbes 2026 Best-In-State Wealth Advisors list.

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April 10, 2026

Press

9 Team Members Named to the 2026 AdvisorHub Women to Watch List 

We are honored to announce that nine Focus Partners Wealth team members have been named to the 2026 AdvisorHub Women to Watch List, which recognizes outstanding women advisors. 

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April 07, 2026

Press

Senior Wealth Advisor Maggie Liu Named 2026 AAPI Business Leadership Awards Honoree by Silicon Valley Business Journal

We are pleased to announce that Senior Wealth Advisor Maggie Liu has been named a 2026 honoree of the Silicon Valley Business Journal AAPI Business Leadership Awards.

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February 18, 2026

Press

9 Team Members Named to the 2026 Forbes | Shook Best-In-State Women Wealth Advisors List

We are pleased to announce nine team members have been named to the tenth annual 2026 Forbes | Shook Best-in-State Women Wealth Advisors list.

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January 28, 2026

Press

Focus Partners Wealth Named to The Kansas City Business Journal's List of Largest Private-Sector Employers

We are pleased to announce Focus Partners Wealth has been ranked on The Kansas City Business Journal's List of largest private-sector employers.

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January 12, 2026

Press

Two Industry Leaders Unite: Kovitz Joins Focus Partners Wealth

Focus Financial Partners Inc., a leading fiduciary advice company comprised of independent wealth management, multi-family office, and business-management services, today announced that substantially all of the business lines of Kovitz Investment Group officially joined Focus Partners Wealth, LLC, effective January 1, 2026.

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