Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

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

Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Investing

    January 12, 2026

    How to Hire a Financial Advisor

    While most people need a good financial planner at some point in their lives, few know how to find an advisor they can trust.

    Read the article

  • Investing

    August 15, 2025

    Understanding The Different Types of Financial Advisors

    Financial advisors can help you pursue your financial goals through investments, tax planning, retirement planning, or other strategies suitable for your current life situation. They plan based on what matters most to you. Plus, they can help you build the appropriate spending and saving habits to get you closer to those goals.

    Read the article

  • Investing

    May 23, 2025

    Is Paying a Financial Advisor Worth It?

    If comprehensive, disciplined stewardship is important, “Should I hire a financial advisor?” The answer is clear.

    Read the article

  • Investing

    May 19, 2025

    How a Financial Advisor Can Help During Market Volatility

    Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.

    Read the article

  • Investing

    November 11, 2024

    When to Hire or Change a Financial Advisor

    Getting serious about your finances can open up a world of thrilling opportunities as well as overwhelming possibilities.

    Read the article

  • Investing

    June 24, 2024

    How to Break up With Your Financial Advisor

    Breaking up with a financial advisor can be daunting, but it is not uncommon for investors to need to take this step.

    Read the article

  • Investing

    April 22, 2024

    The Value of a Financial Advisor: How to Consider the Costs and Benefits

    Here’s what individual investors should know when assessing the value of working with a financial advisor.

    Read the article

  • Investing

    July 19, 2023

    The Power of an Enrolled Agent as Your Financial Advisor

    Amanda Otto shares what an EA is and how this advisor provides valuable insights on tax-efficient investment strategies, retirement planning, estate planning and more.

    Read the article

  • Investing

    December 28, 2021

    Questions to Ask Your Financial Advisor

    What you do with your money impacts your future. You want to make sure you’ll be working with a professional that will help guide you towards your goals.

    Read the article

Stay Connected With
Focus Partners Wealth

Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.

Sign Up For Email
Contact Us