Focus Financial Partners : News

Focus Financial Partners Reaches National Scale Creating One of the Largest Independent Fiduciary Wealth Management Firms

Addition of Buckingham Family of Financial Services, Sentinel Benefits Group and Quantum Capital Management Brings Client Assets of Independent Financial Advisors to Approximately $15 Billion

(New York, NY — January 30, 2007) — Focus Financial Partners, LLC, a leading independent fiduciary wealth management firm, today announced the acquisition of The Buckingham Family of Financial Services of St. Louis, MO, Sentinel Benefits Group of Wakefield, MA and Quantum Capital Management of Corte Madera, CA. With these latest additions, Focus Financial Partners added almost $10 billion in client assets to reach $15 billion in aggregate and is now active in 41 States.

Focus Financial Partners provides independent advisory firms with the opportunity to maintain their entrepreneurial independence while being part of an ever growing, best-in-class wealth management firm reaching from coast to coast. It has led a new and steadily growing industry model since its inception one year ago this month and, with these acquisitions, has become the only fiduciary wealth management firm with a true, national scale. Focus’ clients benefit from the independence from product manufacturers as well as the scale, scope and sophistication of the Focus partnership.

“The Focus stamp of quality and expertise, and those of its partner firms, will allow us to continue as the premier fiduciary wealth management firm in the market,” said Rudy Adolf, Focus founder and CEO. “Our commitment to excellence and reputation for quality is only further enhanced by our deals with Buckingham, Sentinel and Quantum.”

The Bucking ham Family of Financial Services includes Bucking ham Asset Management, a fee based wealth management firm and BAM Advisor Services, a specialized turnkey asset management provider offering a broad range of services to other investment advisory practices. Sentinel Benefit is a highly regarded employee benefits and independent investment advisory firm and Quantum Capital is a leading money and wealth management firm.

“As part of the Focus family we gain the opportunity to share best practices with the other highly successful Focus partners, helping us to more effectively serve the ever-growing needs of our Buckingham and BAM clients. At the same time we will lend our expertise to the other Focus partners, enabling them to better serve their clients.” said Mont Levy, Chief Operating Officer of BAM Advisor Services. “We are confident that joining the Focus partnership strengthens Quantum’s ability to serve our clients for the long term, as well as positions the firm for even greater growth opportunities,” said Stephen Bradley, President of Quantum Capital Management.

“The Focus Financial partnership is an entrepreneur’s dream,” said John Carnevale. “As part of the Focus network, Sentinel will be most able to serve the growing national demand for independent investment advisory services in the future. We believe that our collaboration with partner firms will ultimately lead to best-in-class service for our clients.”

Within its first 13 months, Focus has made nine investments in leading wealth management firms and now manages close to $15 billion in client assets. Focus expects to continue its growth by adding more qualified firms in the remainder of 2007 and beyond.

About Focus Financial Partners

Focus Financial Partners, LLC, (www.focusfinancialpartners.com) is a leading provider of wealth management and benefit and investment consulting services, serving individuals, families, employers, and institutions. Clients benefit from the Focus model of independent, personalized investment management and advice under a fee-based structure. Focus also provides an attractive option for advisory firm principals who want to maintain their entrepreneurial independence, benefit from the synergies, scale, shared systems and best practices of a national organization, and achieve an eventual, smooth ownership transition. For more information, please visit www.focusfinancialpartners.com