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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May 02, 2024

Press

Focus Extends Offering with Introduction of Family Budget Services

Firm Acquires St. Louis Founded ‘Family Budget Expert’

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January 19, 2024

Growth

Focus 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.

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December 15, 2023

Growth

Focus 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.

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October 24, 2023

Growth

Briggs 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.

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October 24, 2023

Growth

LifePlan 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.

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September 12, 2023

Press

The Kansas City Business Journal’s Fee-Based Investment Adviser’s 2023

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May 12, 2023

Growth

Madison 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.

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March 16, 2023

Growth

Hausman 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.

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February 17, 2023

Growth

Davis 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.

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January 06, 2023

Growth

Oxford 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.

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