News & Insights

The Planned Approach Will Join Focus Partners

Siena Investments Will Join Focus Partners

Focus Expands Into North Carolina

3 Focus Advisors Named to Investopedia Top 100

Thrilled that Focus’s Michael Kitces, Jeffrey Levine and Larry Swedroe – three thought leaders so integral to designing and delivering the experience our clients receive – have been named to the Investopedia 100 Top Financial Advisors of 2021, and one in the list’s top spot.

Focus Named to Top Workplaces for Sixth Year

Carolina Capital Consulting, Inc. Will Join Focus Partners

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