About Focus Financial
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 $2 billion in assets under management. We’ve been ranked as one of the metro area’s Top 25 Asset Management Firms and one of the top 10 Certified Financial Planning firms by the Minneapolis St. Paul Business Journal*.
We believe large enough to provide stability, resources and a variety of services, yet small enough to provide personalized service, Focus Financial strives to provide a client-focused approach.
- Focus Financial includes more than 100 advisor professionals and employees – many of whom have attained Certified Financial Planning designation – with experience in a variety of practice areas.
- We work with our broker/dealer, Royal Alliance, to 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.
*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.