News & Insights

From Intern to CEO

Focus CEO Adam Birenbaum hadn’t envisioned a future in the financial services industry. He planned on being a sports agent, working with legends in the making. While in law school he took an unpaid summer internship at Focus, and the rest is history.

Focus’s Take: Fiscal and Tax Policy Possibilities in the Biden Era

Join us for a live Q&A webcast about fiscal and tax policy possibilities in the Biden era and get answers to questions you submit when registering. David Levin will moderate the discussion with two of Focus Partners’s most prominent leaders in wealth management-Jeffrey Levine and Kevin Grogan, CFA, CFP®.

Focus Expands Pacific Northwest Footprint

Kitces and Swedroe Make Investopedia List

Confluence Wealth Management LLC Will Join Focus Partners

Focus Expands When Firms Join

Focus Partners Among Top RIA Firms for Fourth Year

Client Experience and Advisor Focus Lead Focus Growth

GreenCourse Financial Advisors to Join Focus Partners

Focus today announced that GreenCourse Financial Advisors, LLC, based in Chesterfield, Missouri, is joining the firm.

Two Firms to Join Focus Partners

Focus announced that two registered investment advisors, Baldwin & Associates and GreenCourse Financial Advisors, LLC, are joining the firm.