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About Our Firm

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 $7.59 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 and one of the Top 10 Certified Financial Planning firms.

At Focus Financial, we support our advising professionals as they serve their clients' needs. Our network consists of over 240 advising professionals and staff, many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation, with expertise in a variety of practice areas. Focus Financial has 54 branch offices across 6 states. 

1As of 12/15/21. 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 1/27/2022 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.

Our Values 

Focus Financial was built upon the concept that by supporting individual financial advisors, we would help them better serve their clients. This simple idea remains at the core of our financial planning firm and perfectly complements our three guiding values:

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. 

Check the background of this firm/advisor on FINRA’s BrokerCheck.