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Independence - Transparency - Service

At Focus Financial Group, we take pride in our mission of Independence, Transparency and Service. We are a team of Certified Financial Planner™ Professionals, as well as Independent Investment Advisor Representatives. As Independent Advisors we are fiduciaries, obligated to act in the best interest of our clients always, and in a comprehensive manner. We choose to operate this way because it is the right thing to do. Our philosophy and practice give us the freedom to provide you with objective and unbiased advice, and implement solutions without conflict of interest.

Our strategic partnerships facilitate our independent, open-architecture platform, which provides our clients with almost limitless options for solving their specific financial needs. The combination of our experience, knowledge of wealth planning strategies and independent platform will put you in the best position to achieve your goals.

Our Partners

Our Fiduciary Responsibility

Meet Our Co-Founders

Certified Financial Planner™ Professionals

"CFP® Professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow."

CFP® Board Website