Who We Work With

At Focus Financial, we specialize in working with individuals, families, and business owners who understand the value of delegating their financial planning to a professional. Our clients are open-minded, have a strong sense of purpose, values, and goals in their life, and are serious about making smarter decisions with their money. They understand that there are no shortcuts to any place worth going and that financial planning is about quality of life, not just the performance of their investment portfolio.

Our clients are likely to be business owners, executives, or professionals who want a trusting relationship with a financial professional. They understand the value of true professionals, are willing to compensate them for their expertise, and are comfortable with our fee structure. They are willing to accept advice and value the teamwork and accountability that comes from a structured plan of action and professional follow-up. We also work with 3rd and 4th generation clients who may not fit the typical wealth bracket.

We understand that each person has their own unique values and beliefs that hold a special significance in their lives. That's why we believe in working with our clients to help them follow those values through financial planning. We take the time to understand our clients' values and beliefs, and we work with them to create a financial plan that aligns with those values.