We partner with both seasoned advisors who run substantial fee-based practices as well as startup firms with solid business plans focused on providing personal, comprehensive wealth planning. Our advisor community believes in the power of Systematic Investing, meaning that when it comes to investing, we start and end with evidence. Collectively, Focus serves financial planners looking to make a difference in their clients’ lives.

The short answer: No! When you work with us, you draw from a variety of solutions including ETFs, mutual funds, SMAs for tax efficiency and even our customizable fixed income desk.

Schwab, Fidelity & Pershing Advisor Solutions

Yes, having access to a real person is an important element of the Focus advantage! When you partner with us, you’ll work with a committed team of trained professionals, an extension to your own team, to handle the detailed back-office work. Your partner will be an email or phone call away. With the efficiency and peace of mind offered by our Advisor Services team, you’ll have a second set of eyes to help minimize risk, work with custodians, and carefully review and reconcile each request.

We provide a flexible system that allows firms to use a variety of tech options to match their client experience. We also offer a range of easy-to-use portfolio analysis tools, all within a comprehensive wealth planning suite to help YOU better serve every client. Easily and effectively access risk, run gap analyses and process and create plans with your planning software or MoneyGuideElite.

Our purpose is to support you on your journey to building your dream practice. Not only do we take administrative tasks off your plate so that you can focus on your clients, Focus Advisor Solutions provides you with the expansive wealth of resources of a larger institution, confidence in your investment approach and a clear process to demonstrate greater value to your clients.

Consistent, high-quality client communication is a time challenge for many advisors. As an advisor utilizing our platform, you can access a range of professionally designed and written brochures, presentations, videos, documentation and more. To help save you time and personalize the experience, many of the materials are unbranded and can be printed on demand.

The decision to outsource investments and back-office tasks can feel stressful and overwhelming, especially when coupled with an unknown impact on your firm, your clients and your future. At Focus Partners Advisor Solutions, we understand that this is not just an operational change, it is a meaningful shift in how you run your business and serve your clients.

Our approach is designed to make that transition as thoughtful and seamless as possible. We start by understanding your current operating model, your client experience, and what makes your business unique. From there, we work with you to build a transition plan that aligns to your goals, preserves the relationships you have built, and minimizes disruption along the way.

Throughout the process, you have a dedicated team supporting you, providing guidance, clear timelines, and ongoing communication so you always know what to expect. Our goal is not just to take work off your plate, but to help you operate more efficiently, focus on your clients, and position your business for long-term growth.

With more than 30 years’ experience, our Focus Advisor Solutions team is well-versed and experienced in addressing the hurdles that growing businesses have to overcome in order to thrive through expansion. We offer more than traditional TAMP services. In combination with existing investment solutions and backed by Focus Partners’ diligence, Focus Partners delivers a flexible, advisor-aligned platform that brings together sophisticated capabilities, tailored support, and scalable infrastructure so you have the tools to grow your business without compromising how you serve your clients. Our dedicated professionals take a consulting approach to partnership, focused on empowering you and your business to maximize resources and efficiency.

With years of experience supporting successful advisors, we have the resources and tools to help advisors think strategically about the evolution of their business. We do so by providing deep support including enhancing the client experience, marketing strategies, organizational efficiency, business benchmarking, ideal client persona development, referral generation, and client segmentation.

In addition to our deep planning resources, we offer personalized investment solutions that can provide benefits to affluent investors. These include custom fixed income bond ladders (at no additional strategy cost) as well as multiple SMA options to provide customized equity solutions with tax management capabilities.

We offer a number of networking and educational events that help foster a sense of community across Focus firms. When you partner with Focus, you instantly become part of a community of CFPs, CPAs, planners and like-minded advisors. This is an opportunity to connect, problem solve and learn from professionals just like yourself.

When you work with Focus Advisor Solutions, you receive a suite of all-inclusive solutions designed to help power your dream practice. Our pricing reflects the deep value we provide, from the client service and operation support you expect, to the power of an advanced planning and consulting team. We recognize that it’s a big investment to begin outsourcing your back office, particularly if you’ve never done it before. To ease the transition, we offer transition support for new advisors and ongoing dynamic pricing designed to support your growth.

Focus Advisor Solutions is designed to not only elevate the value you bring to clients, but also to increase the worth of your firm. While working together, we empower advisors to strategically build robust practices. Our holistic approach is designed to create a more valuable and sustainable business, enhancing the fruits of an advisor’s lifelong dedication and hard work. Several team members hold Certified Exit Planning Advisor designations to help support business owners to maximize enterprise value and successfully transition their business on their own terms.