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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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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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Bethesda

Ron Rubin

Executive Vice Chair

7475 Wisconsin Ave, 11th Floor
Bethesda, MD 20814

Ron Rubin
Ron Rubin

About Ron

Ron Rubin is the Vice Chair of Focus Partners. For over 30 years, Ron has endeavored to expand his innovative wealth management and tax advisory services to meet the diverse and changing needs of his clients—from initially providing high-end tax and financial planning services to including a more expansive wealth management offering with investment management, family office services and financial management for businesses and non-profit organizations.

Ron founded Bridgewater Wealth & Financial Management, a boutique wealth management firm based in Bethesda, MD in 1996, where he built a culture of inclusion and opportunity. Over the years, Ron attracted other dedicated financial professionals with a similar philosophy of providing clients with exceptional expertise and service. To continue this rich tradition, he and his Bridgewater Wealth partners merged with Focus Partners at the beginning of 2018.

Ron draws on his training as a Certified Conscious Leadership Coach to cultivate an open, inclusive and trusting work environment through conscious team building. He is personally committed to the enrichment of the professional and personal lives of everyone at Focus Partners, and through them, to our clients.

Ron is a graduate of the University of Maryland. He is a founding board member, treasurer of The Boomer Esiason Foundation. Ron is on the board of Montgomery Hospice and serves as Chair of their Investment Committee. He is also a member of the board of trustees for Kol Shalom.

When he’s not working, Ron enjoys being with his family, music, golf, meditation and yoga.

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