In the News

Focus Financial Partners Announces Rebrand and Introduces New Brand Architecture for Its Hubs

The rebrand will enable Focus to go to market with a refreshed, stronger, and more cohesive brand identity consistent with the company’s evolved strategy and vision. As part of this rebrand, the firm launched a redesigned website and logo that modernizes the company’s signature gemstone design.

HoyleCohen to Join Focus Partners

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, today announced that it has entered into a definitive agreement under which San Diego-based HoyleCohen LLC will join Focus firm Focus Partners, LLC. This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions.

Gratus Capital to Join Focus Partners

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, announced today that it has entered into a definitive agreement under which Focus partner firm Gratus Capital, LLC, headquartered in Atlanta, Georgia will join fellow Focus firm Focus Partners, LLC.

Focus Announces Transformational Transaction; Buckingham Strategic Wealth To Merge With The Colony Group, LLC

Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management and related financial services firms, announced today at its semi-annual partners meeting that it is in advanced discussions to enter into a definitive agreement under which Focus partner firm Buckingham Strategic Wealth, LLC (“Buckingham”), headquartered in St. Louis, will combine with Focus firm The Colony Group, LLC (“Colony”).

Focus Extends Offering with Introduction of Family Budget Services

Firm Acquires St. Louis Founded ‘Family Budget Expert’

Focus Partners Expands Michigan Presence with Wasserman Wealth Management

Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Wasserman Wealth Management (“Wasserman” or Wasserman Wealth Management, LLC ”) of Farmington Hills, MI will join Focus.

Focus Partners Expands Atlanta Presence with Mesa Financial Group

Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Mesa Financial Group, LLC (“Mesa” or “Mesa Financial Group”) of Atlanta, GA will join Focus.

Briggs Advisory Group to Join Focus Partners Team

Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that Briggs Advisory Group, Inc. (“Briggs” or “Briggs Advisory Group”) of Lincoln, RI, will join Focus.

LifePlan Financial Advisory Group to Join Focus Partners

Focus Partners, LLC (“Focus” or “Focus Partners”), is excited to announce that LifePlan Financial Advisory Group, LLC (“LifePlan”) of Rochester Hills, MI, will join Focus.

The Kansas City Business Journal’s Fee-Based Investment Adviser’s 2023