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Current company Focus Financial Network, Inc
Financial Services · 154 employees · Founded 1993 · Minneapolis, Minnesota, United States
More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms. They created a place for advisors and clients who believed there was a better way.
HELPING CLIENTS BUILD AN OPTIMISTIC FINANCIAL FUTURE
They built a place where you can get financial advice the way you deserve. Rooted in financial planning, our comprehensive approach aims to build, protect, and transfer your wealth through:
• Ongoing, tailored financial planning & optimization, built on investment choice
• Personalized financial education
• Integrity, professionalism & wealth management
WHERE INDEPENDENT ADVISORS BUILD LASTING LEGACIES
Witnessing the struggles of advisors who didn’t want to be held back by complexity, the founders built to help make the advisor’s life simpler and their impact greater. Through a connected community, flexibility to do business your way, and innovative service, we help advisors:
• Reach their goals
• Grow & scale purpose driven businesses
• Design a practice to best serve & retain clients
• Guide families through life’s transitions
• Realize full market value for their practice & retire with pride
ELITE BY EVERY MEASURE
• Named a Twin Cities Metro Area Top 50 Wealth Management Firm*
• $9.3 billion in AUM, 65 practices & 7 states*
• Many advisors hold advanced designations, reflecting a commitment to clients’ best interests
Disclosures:
Please view important disclosures https://focusfinancial.com. This communication is strictly intended for individuals residing in all fifty states. No offers may be made or accepted from any resident outside the specific state(s) referenced. www.finra.org www.sipc.org ^As of 01/26/26*. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. Top 50 firm disclosure* Social Media Disclosures: www.focusfinancial.com/socialmediadisclosures