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.

Let's Chat

Needham

Mark Derby

Senior Wealth Advisor

140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494

Mark Derby

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Mark Derby

About Mark

Mark is a Senior Wealth Advisor at Focus Partners. He provides financial, investment, and tax planning services to high-net-worth individuals, trusts, and pension plans.

Mark cofounded and served as Chief Executive Officer of Derby and Company, Inc. prior to merging with Focus Partners in 2021. Previously, Mark founded and ran Mark Derby and Associates, a pension consulting firm. He also worked for an international accounting firm KPMG Peat Marwick in the audit department where he earned his CPA.

He earned his Masters in Business Administration from Boston University. Outside the office Mark enjoys golf, travel and time with his family.

Contact Us