ABOUT US

Excellence Forged in Real Experience

Over 30 years ago, our founders made a bold move, to leave a national broker-dealer to forge a new path. Not for glory, but for purpose. It began with a simple idea: to create a firm that serves clients better by allowing choice and practice true financial planning without forcing clients into proprietary products, platforms, or plans. Success was built by empowering employers to offer their employees financial education on successful money management through their employer. With nothing but conviction and a mission to serve clients and independent advisors better, this two-person firm became a sanctuary for those who dared to dream bigger.

CLIENTS

Helping Clients Create Optimistic Financial Futures Through Clarity & Confidence

The founders created a place where you can get financial advice the way clients deserve. Unlike most firms that focus solely on managing assets, we’re rooted in financial planning, offering a comprehensive approach that aims to build, protect, and transfer your wealth. Through product and platform independence and top-notch financial knowledge and skill, we help clients through:

• On-going Financial Planning & Optimization
• Personalized Financial Education
• Individualized Goals & Tailored Financial Plans Built on Investment Choice
• Integrity & Professionalism
• Diversified Wealth Management

ADVISORS

Where Independent Financial Professionals Leave Lasting Legacies

That was just the beginning. We saw the struggles of independent advisors. Those who wanted to grow, scale, and serve without being buried and held back by complexity. So, we built a firm around you, the advisor who chooses independence not just as a business model, but as a way of life. Over 25 years ago, one of our earliest defining moments came when an advisor passed away without a succession plan and it affected his widow. That heartbreak became our call to action. We introduced a buy/sell agreement into every contract, because no hero should fall without leaving a legacy. That is why we exist: to evolve to make your life simpler, your path clearer, and your impact greater.

Your Journey, Our Mission

Through a connected community, flexibility to do business your way, and innovative service, we help advisors:

• Grow purpose driven businesses
• Scale with systems that work
• Simplify success through a proven process and turnkey services
• Design a practice to best serve clients
• Create client satisfaction that drives retention

A Legacy of Empowerment

Our greatest achievement? Creating an environment where advisors are empowered to:

• Reach their goals
• Accomplish exponential growth
• Guide families through life’s transitions and champion their aspirations
• Realize full market value for their practice when exiting
• Retire with pride, knowing they’ve built something lasting

You’re Not Just an Advisor. You’re the Hero of Your Story. And we’re here to guide you every step of the way.

Elite by Every Measure

Ranked among the top firms in Minneapolis, standing shoulder-to-shoulder with national giants like RBC and MassMutual.

Advisors in the Focus Financial Network draw on their professional skills and years of experience when tailoring financial plans specific to your life circumstances. And when reviewing investment portfolios or providing retirement planning advice, it’s all done with an eye toward understanding and achieving your purposes and goals.

We are proud of the lasting relationships we’ve built with our clients – relationships earned through trust and built on our commitment to putting clients first.

At our core remains the simple idea on which our firm was founded so many years ago:

Support Advisors and Serve Clients. Better.

Focus Financial was built upon the concept that by supporting individual 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:

CLIENTS FIRST

By being independent, advisors are free to provide expert financial planning services in the best interest of each client and aligned with their specific goals.

EARN TRUST

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

DELIVER EXPERTISE

Focus Financial advisors are always learning and continually seek opportunities to provide clients with individualized service and greater value.