Over 75 years of combined industry experience. Committed to helping our clients improve their long-term financial success.
Focus Financial 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 $7.39 billion1 in total client assets. We’re consistently ranked by the Minneapolis St. Paul Business Journal as one of the metro area’s Top 50 Asset Management Firms.
The three pillars of our logo represent our three guiding values. These are:
Clients First
By being independent, advisors are free to provide expert financial planning services in the best interest of each client and aligned with their specific goals.
Earn Trust
Earn the mutual trust of every client and colleague by maintaining the highest level of honesty, integrity, and professionalism.
Deliver Expertise
Focus Financial advisors are always learning and continually seek opportunities to provide clients with individualized service and greater value.
1 As of 11/15/23. 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 1/26/2024 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.
