About | Why Focus
About Focus
At Focus, we believe wealth management begins with understanding what matters most to you. As your trusted partner and advocate, we help bring life and finance together through personalized planning, objective advice, and a long-term commitment to your goals.
Personalized Guidance. National Resources. One Trusted Partner.
Focus is a registered investment adviser built on a foundation of accomplished firms united by shared values, cultures, and experience. With origins dating back to 1986, we have grown into a nationwide organization of wealth, asset, and business management professionals dedicated to helping individuals, families, and business owners navigate life's financial complexities.
Our advisors deliver personalized wealth plans designed around each client's goals, values, motivations, and priorities. By combining local relationships with the strength of a national organization, we provide comprehensive resources while maintaining a highly personalized experience.
Our Story
Focus was founded on a simple belief: financial guidance is most effective when it is personal, comprehensive, and centered on the client.
Since our origins in 1986, we have expanded our reach, resources, and capabilities while remaining committed to the principles that have guided us from the beginning. We continue to put clients first, deliver personalized advice, and build lasting relationships rooted in trust.
Today, Focus provides comprehensive wealth management services through an integrated team of professionals with expertise across investments, tax planning, estate planning, retirement planning, insurance planning, and other specialized areas. By bringing these capabilities together, we help clients navigate life's financial complexities with greater coordination, clarity, and confidence.
Focus by the Numbers
- $181.8 billion in total client assets
- 100+ offices nationwide
- 30+ states with office locations
- 2,000 employees across the organization
- A history dating back to 1986*
These numbers reflect the scale and resources of our nationwide organization while supporting the personalized relationships clients expect from Focus.
Data as of January 1, 2026. See disclosures for additional information.
*The date reflects the history of the predecessor firms who have joined Focus Partners Wealth. Focus Partners Wealth has been a registered investment adviser since 2011.
Our Approach to Wealth Management
We believe your financial strategy should begin and evolve with you. Every relationship starts with understanding your goals, priorities, values, and vision for the future. From there, we develop a personalized plan designed to support your objectives and adapt as life changes.
As a fiduciary, we put our clients' interests first. Our advisors provide objective guidance, coordinate with specialized professionals across the organization, and continually refine plans as circumstances evolve. Whether navigating a major life transition or pursuing a long-term goal, our role is to provide perspective, clarity, and actionable advice.
Our holistic approach extends beyond investment management alone. We help clients align financial decisions with the broader dimensions of life, including family, legacy, philanthropy, retirement, tax considerations, and long-term financial well-being.
What Sets Focus Apart
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Personalized, Relationship-Driven Service
We build lasting relationships rooted in trust, care, and partnership. Our advisors take the time to understand the people behind the numbers and deliver guidance tailored to their individual goals.
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Comprehensive Planning Under One Roof
We provide integrated wealth management across investments, tax planning, estate planning, retirement planning, and other key areas, helping clients address their financial lives through one coordinated strategy.
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Advice That Puts Clients First
As fiduciaries, we are committed to acting in our clients' best interests. Every recommendation is guided by a long-term focus on helping clients pursue their financial and personal objectives.
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National Resources, Local Relationships
Clients benefit from expansive resources and specialized expertise, delivered through a highly personalized relationship with a trusted local advisor. With an expansive nationwide presence, we offer the best of both worlds: local service backed by the strength of a national organization.
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Customized Strategies Built Around You
We do not believe in one-size-fits-all financial plans or portfolios. Our advice is tailored to each client's circumstances, goals, and evolving needs.
Awards & Recognition
Our commitment to serving clients has earned recognition from respected industry organizations. We are honored to be acknowledged for our commitment to client service, professional excellence, and leadership within the financial services industry.
Find a Focus Office
With offices across more than 30 states, Focus combines nationwide capabilities with local relationships. Wherever you are, you can connect with an advisor who understands your goals and can provide personalized guidance backed by the resources of a national organization.