OUR PEOPLE

We believe our financial planning advice should focus on YOUR goals and dreams.

In 1993, Focus Financial was founded with a hand drawn sign on a door and a desire to serve clients better. What began as a two-person firm quickly grew into a recognized leader for financial planning, asset management, and financial education with more than 100 financial advisors in 46 branches across eight states.

Today, our network of independent financial advisors draw on their professional skills and years of experience when building your individual financial plan, reviewing your investment portfolio, or providing retirement planning advice.

We are committed to building lasting relationships with each of our clients by delivering professional asset management and independent financial services to meet their specific goals.

The three pillars of our logo represent the foundational principles of our financial planning firm. These are:

  • Integrity of our practices
  • Leadership in our industry
  • Commitment to Service for our clients

At our core remains the simple idea that founded our firm so many years ago:

Support Advisors and Serve Clients. Better.

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OUR VALUES

Focus Financial was built upon the concept that by supporting financial advisors, we would help them better serve their clients. This simple idea remains at the core of our financial planning firm and perfectly compliments our three guiding values:

client FIRST

Provide expert financial planning services in the best interest of each client and their specific goals.

be TRUSTWORTHY

Earn the mutual trust of every client and colleague by maintaining the highest level of honesty, integrity, and professionalism.

deliver EXPERTISE

Continually seek opportunities to provide clients with individualized service and greater value through ongoing professional development.

LEADERSHIP

All of the members of our Executive Board are active financial planning advisors and most have been with us since the beginning. As part of our 20th anniversary celebration, we asked them what aspects of our firm they were most proud of:

“Creating a place where I’ve been lucky enough to see many of our advisors launch their early practices into successful careers.”

Kyle Watkins, CFP® – Executive Officer

“Watching our advisors and the firm continually grow, despite a financial environment that was, at times, very difficult.”

Michael S. Dales, AAMS® – Executive Officer

“We’ve worked very hard to create a professional, stable, fair, and entrepreneurial environment, which strives to facilitate real value for our advisors and their families, while they’re with us and after they retire. In doing so, I feel we’ve created real value for the clients we all serve.”

Bill Bergstrom, CFP® – Executive Officer

“Our consistent record of professionalism and quality service for advisors and clients.”

John Layton, CFP® – Executive Officer

“The quality and retention of our advisors and our staff, and the consistency that gives to clients.”

Dave Heitkamp, CFP® – Executive Officer

“How we’ve grown and prospered by following our principles and a client-first process.”

John Dritz, AAMS® – Senior Officer

“I’m very proud of the work our advisors do for their clients, particularly given the global and national events they’ve had to contend with the past fifteen or so years. I’m also proud of the growth of the company, realizing the number of families we help with their financial planning needs, and having the opportunity to share in the milestones and achievements of our advisors. ”

John Bina – President

 

Click Here to Meet Our Independent Financial Advisors

OUR EXPERIENCE

Find a financial advisor with the knowledge and training to help you reach your goals. Our investment advisors have years of experience to help guide their clients to financial success and are ready to help you.

With decades of combined financial planning experience, our team has seen it all. Ask any of our advisors “what’s changed the most over the course of your career?” and you’ll likely hear one of these answers:

Expert Financial Advice Never Goes Out of Style
The guidance of an experienced financial planning advisor will provide you with real lasting value. By applying their individual knowledge and experience to meet your specific needs, our advisors will guide you towards your goals with expert investment planning and asset management strategies.

Technology Changed Financial Planning Forever
Today, you have access to more financial advice than you know what to do with! However, it’s difficult to know which information is credible and in your best interest. Trust our financial planning advisors to guide you through this maze of financial advice and build a financial plan that works for you.

Independent Financial Services are the Standard
In the early 1990s, our independent financial advisors were considered cutting edge. Today, our independent financial planning services are held to the industry’s highest standards. We believe the personalized advice you’ll receive from our independent financial planners is second to none as we strive to create mutually valuable and long-lasting relationships with all our clients.

OUR PARTNERS

By creating and developing partnerships with industry peers and community leaders, Focus Financial continually strengthens our commitment to our advisors and their clients. Take a moment to learn about these partnerships, how they support our values, and how they may benefit your financial planning goals:

Best Prep is a statewide nonprofit organization with a mission to prepare students with business, career, and financial literacy skills through hands-on experiences that inspire success in work and life. Our financial advisors volunteer in classrooms across the Twin Cities and greater Minnesota to teach students the value of financial literacy.

The Better Business Bureau of Minnesota & North Dakota recently accredited Focus Financial per its high standards. This accreditation ensures that you will receive the best customer service every time you work with us.

Royal Alliance Associates is our trusted broker and dealer and a member of the nation’s largest networks of independent financial advisors. Royal Alliance Associates plays an essential role in our investment management services as they trade securities on behalf of our clients.

Disclosure: Working with a registered investment company that has been accredited by the Better Business Bureau is no guarantee of future investment success and does not ensure that a client or prospective client will experience a higher level of performance or results.
 
The link(s) in the materials above are being provided strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site and assume total responsibility and risk for your use of the web site you are linking to. We make no representation as to the completeness or accuracy of information provided at these web sites.
 

OUR COMMUNITY

In and out of our professional lives, we are musicians, volunteers, photographers, outdoor enthusiasts, and much more. We value the contributions our people give to our firm, and we encourage and celebrate the time and talents they give in their individual communities.

These are our people at work and leisure.