Our Firm

In 1993, Focus Financial was founded with a hand drawn sign on a door and a desire to serve clients better.  What began as a two-person firm quickly grew into a recognized leader for financial planning, asset management, and financial education with more than 122 financial advisors in 53 branches across seven states.

Today, our network of independent financial advisors draw on their professional skills and years of experience when building your individual financial plan, reviewing your investment portfolio, or providing retirement planning advice.

We are committed to building lasting relationships with each of our clients by delivering professional asset management and independent financial services to meet their specific goals.

The three pillars of our logo represent the foundational principles of our financial planning firm. These are:

  • Integrity of our practices
  • Leadership in our industry
  • Commitment to Service for our clients