HISTORY

In 1993, Focus Financial was founded with 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 six states.

Today, our focus is still on clients. The financial advisors in our 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.