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A NEW FOCUS.
Focus Financial Partners is building an interdependent ecosystem of wealth management, business management, and related financial service firms rooted in a client-first approach and powered by the collective energy and capabilities of leading advisors and professionals.
At Focus, Our Goal Is To Be The Leading Fiduciary Advice Company In The World.
“Clients will experience the feel of a company built just for them, and their advisors will be equipped with the capabilities and resources typically offered only by the largest institutions in the world.”
– Michael Nathanson, CEO, Focus Financial Partners
Expansive Resources.
Profoundly Personal.
Since our inception, we have empowered our firms and their advisors to create and sustain a tailored, client-first experience. In short, we believe we can serve clients better and more holistically by serving their advisors better and more holistically.
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Reimagining
Wealth Management,
Asset Management, and
Business Management.United under a common brand, our Focus Partners firms leverage their expansive wealth, asset, and business management resources to bring strength, innovation, and partnership to client relationships.
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Partnering with firms
to expand their impact
and legacy.Focus also has built a powerful partnership of independently managed wealth and business management firms, helping them evolve and grow through capital investment and practice management. Partnership with Focus equips our network firms to expand their offerings, achieve organic growth goals through strategic acquisitions, and plan for generational change.
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Your Bridge to Sophisticated Solutions.
Focus Client Solutions is a comprehensive offering of services designed to help our advisors expand and deepen their capabilities and better serve their clients. These solutions help guide clients along their journey by providing support in the areas of health and wellness, travel, personal security, lifelong learning, and other lifestyle needs. In addition, we offer a curated selection of treasury, credit, family office, risk, tax, trust and estate planning, investment, and business-owner and valuation services. The team behind Focus Client Solutions is available to provide expert guidance and implementation, partnering with advisors to help clients achieve their financial and life goals.
Focus On...
A Conversation Series Brought To You By Focus Financial Partners
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November 25, 2024
Focus On...Episode 3: The Fiduciary Standard
In our latest episode of Focus On..., we turned our attention to a crucial topic in the world of financial advice: the fiduciary standard. As more clients seek financial guidance, understanding the difference between fiduciary and non-fiduciary advisors becomes increasingly important.
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October 21, 2024
Focus On…Episode 2: The M&A Landscape
In our second episode of Focus On…, we explored mergers and acquisitions (M&A) within the wealth management industry, a subject that has dominated headlines for the past decade. The scale and number of acquirers in our industry continue to rise, with the number of consolidators more than doubling over the last few years. At Focus, we pride ourselves on being the leading player in this space, having completed over 300 transactions since our founding.
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June 18, 2024
Focus On…Episode 1: The Value Of PE Investment In The Independent RIA Space
In our inaugural episode of Focus On…, we hosted Dan Glaser, Executive Chairman of Focus Financial Partners and an Operating Partner of private equity firm Clayton, Dubilier & Rice. Dan shared insight into the reasons behind and advantages of private equity investment in Registered Investment Advisors. Funds affiliated with CD&R collectively hold a majority stake in Focus.
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News & Press.
The Latest News And Press Releases Brought To You By Focus Financial Partners.
January 15, 2025
PressTwo Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO
Get the detailsJanuary 13, 2025
PressFocus Financial Partners Announces Rebrand and Introduces New Brand Architecture for Its Hubs
Get the detailsJanuary 06, 2025
Press