A complete list of active advisors currently associated with Focus Partners Wealth, LLC

Warmer can help you find a great advisor at Focus Partners Wealth, LLC or one who fits your needs even better.

Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients and offers investment management, financial counseling, family office and practice-integrated wealth services, retirement plan fiduciary services, tax and business management, and sub‑advisory solutions. The firm operates a large advisory platform that also manages affiliated registered mutual funds, an ETF and numerous private pooled vehicles, and it provides both discretionary and nondiscretionary advice for held‑away accounts and wrap/model program arrangements. The firm describes a long‑term, tax‑and‑fee‑sensitive investment approach built around “enhanced open architecture,” combining fundamental and quantitative analysis, consultant-derived capital market assumptions, and third‑party separate account managers when appropriate. Portfolios may include public equities and fixed income, alternative investments, options-based overlay strategies (Options Income and Index Income Overlay), and trend‑following sleeves such as TrendWise, and Focus Partners integrates reporting and advice across managed and held‑away assets. What is distinctive relative to many large enterprise advisers is the firm’s extensive network of affiliated service companies and product relationships that go beyond typical custody or manager platforms. Focus Partners facilitates insurance solutions through an affiliate (Focus Risk Solutions) and notes that some associates are licensed to sell annuities and 529 products, offers lending and cash‑management options via intermediaries (UPTIQ and Flourish) with disclosed revenue‑sharing arrangements, and coordinates investments in real‑estate‑oriented private funds (including a Telemus life‑sciences real‑estate vehicle and relationships with SCS and Origin) — relationships and employee ownership interests the brochure discloses as potential conflicts and describes how they are managed.

To learn more about the advisors currently working at Focus Partners Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.