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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 $5.5 billion in total client assets. We’ve been 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 120 advising professionals and staff with expertise in a variety of practice areas. Focus Financial has 55 branch offices across 6 states. 

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.