Focus Financial

At Focus Financial, we support our advising professionals as they deliver comprehensive wealth management and financial planning services to their clients.

Whether creating a financial plan, reviewing a portfolio, or working to generate retirement income, our financial advisors are dedicated to providing independent, client-focused advice to build relationships with mutual, long-lasting value.

The three pillars of our logo represent the Integrity of our practices, our Leadership in the industry, and our Commitment to Service for our clients. At our core will always be the simple idea that created our firm: Support Advisors and Serve Clients. Better.

  • Our network consists of over 210 advising professionals and staff, many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation, with expertise in a variety of practice areas.
     
  • We've been consistently recognized as one of the Top 50 Wealth Management Firms1 by the Minneapolis/St. Paul Business Journal since 2003.
     
  • We're one of the nation's largest independent, non-proprietary advisor firms with over $4.9 billion in assets under management2 and 45 branch offices across 7 states.
     
  • Our advisors work with a range of clients, from retirees to accumulators, employees to employers, and executives to business owners.
     
  • Our advisors consult with strategic professionals when needed to address all areas of financial, business, tax, and estate planning.

 

To learn more about what our advisors can do for you, please visit www.focusfinancial.com.

  1. Metro-area wealth management firms ranked by total assets managed.
     
  2. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management.

Third party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.


Phone:

952.591.9770