We Embrace the Goals You Have for Your Life
Money is intimately connected to your life.
It enables you to do things like obtain your dream lake home, support your kids in their college endeavors, or make that life change you’ve been itching for. This is why we believe that crafting a plan for your wealth should be a personal experience.
Developing a Just-For-You Road Map
We’re not Wall Street Bankers, and we’re not trying to be a big lofty firm. Think of Focus Financial Advisors as your steadfast guide and confidant. When you come to visit, you can expect a welcoming space in which we’ll talk through your concerns, really get to know you—and help orient you towards your life’s goals.
These are the core characteristics that define your experience with us:
As a boutique, independent firm, we can truly connect with and understand our clients. This means we’re able to offer advice that aligns with what you want out of your life. We also don’t have to answer to outside shareholders or other interests and can spend as much time as needed with each client. While we have the benefits of a small firm, we also have the resources of a larger firm through our partnership with another large Registered Investment Advisor. This gives us access to their investment team as well as their financial planning expertise.
We are paid directly by you and never a third party. We do not receive any commission or kickbacks from utilizing a certain product over another. This makes it so our recommendations are unbiased and tailored to your needs.
Given that your advisor at Focus Financial Advisors is a CFP® professional and CPA, we’ll work seamlessly with your CPA. We'll also be the Quarterback to your other circle of professionals, including your estate attorney, insurance expert or other trusted advisor, to see that all actions are in harmony with your financial goals.
Being a fiduciary means that we always operate with integrity and your best interest in mind. The in-depth financial planning that we provide is also a strong nod to our fiduciary commitment to your financial success.
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