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ABOUT US

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 121 financial advisors in 55 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.

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.

Our Partners

By creating and developing partnerships with community leaders and industry peers, Focus Financial continually strengthens its commitment to our network advisors and their clients. Learn about these partnerships and how they may benefit your financial planning goals:

community LEADERS

In partnership with Best Prep, a statewide nonprofit organization, our financial advisors volunteer in classrooms across the Twin Cities to provide hands-on learning experiences to students about financial management.

industry PEERS

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

Financial Planning

Whether you’re saving for retirement or starting a family, trust our independent financial advisors to help you plan for success.

Asset Management

Using strategic portfolio management, our financial advisors will help you make the right investments to achieve your financial goals.

Financial Education

Let us help you educate your family and employees on how to build a strong foundation for better financial health.

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