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 240 advising professionals and staff – many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation – with expertise in a variety of practice areas. Focus Financial has 46 branch offices across 6 states.
- We work with our broker/dealer, Royal Alliance Associates, Inc., to help provide comprehensive, ongoing advisor oversight.
- 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.
- We work toward building long-term, high-trust relationships designed to help you achieve your goals.
*As of 12/15/22. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. Minneapolis St. Paul Business Journal ranks 45 to 50 Metro-area wealth management firms by total assets managed. Current rank awarded 1/26/2023 which is good for the calendar year. Focus Financial pays to use the branded ranking for websites, social media and printed materials. Third party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does 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.