Our Firm
Our team chose to join Focus Financial because it is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993.
As one of the largest independent, non-proprietary advisory firms, Focus Financial has more than $1.7 billion in assets under management. We’ve been ranked as one of the metro area’s Top 25 Asset Management Firms1 and one of the Top 10 Certified Financial Planning Firms2 by the Minneapolis St. Paul Business Journal.
Large enough to provide stability, resources and a variety of services, yet small enough to provide personalized service, Focus Financial prides itself on maintaining a client-focused approach.
- Focus Financial includes more than 100 advisor professionals and employees – many of whom have attained Certified Financial Planning designation – with expertise in a variety of practice areas.
- We have experience working with a range of clients, from retirees to accumulators, employees to employers, and executives to business owners. Our advisors, working closely with other professionals where needed, address all areas of financial, business, tax, and estate planning.
1. Metro-area asset management firms ranked by total assets managed
2. Metro-area financial planning firms ranked by number of CERTIFIED FINANCIAL PLANNERS™
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 of any client nor are they representative of any one client’s evaluation. |
