Broker Check

About 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.

Quick Facts

  • Our network consists of over 200 advising professionals and staff, many of whom have attained the Certified Financial Planner™ designation, with expertise a in a variety of practice areas.
  • We've been consistently recognized as one of the Top 50 Wealth Management Firms by the Minneapolis/St. Paul Business Journal since 2003.
  • We're one of the nation's largest independent, non-proprietary advisor firms withover $4.2 billion in total client assets under management and 48 branch offices across 8 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 allareas of financial, business, tax, and estate planning.

Third-party rankings and recognitions are no guarantee of future investment success and do 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 by any client nor are they representative of any one client’s evaluation.