Focus Financial Partners

What does it take to build a purpose-driven organization? Michael Nathanson, CEO of Focus Financial Partners, believes it starts with building “super teams before superstars.” A true enterprise values individual contributions but prioritizes the collective strength of the team. When purpose is shared—both individually and as a group—organizations become more resilient and sustainable. Learn more in “Focus On… The Business of Business Longevity.” https://lnkd.in/euxM6rYx

Thank you to everyone who joined us at the Boston Wealth Planning Summit yesterday! Our partners, colleagues, and industry leaders gathered to discuss advanced planning strategies, organic growth best practices, and client relationship building. We appreciated the engaging discussions and look forward to more opportunities for collaboration ahead! Focus Partners Wealth | SCS Financial | Crestwood Advisors | Beaumont Financial Partners | Sentinel Group | One Charles Private Wealth | Lake Street Advisors | Foster Dykema Cabot & Partners | Debra Brede - D.K. Brede Investment Management Company, a Focus Partners Wealth Company

Please join us in welcoming Matthew Sackett, Rumyana Halvadzhieva-Chan, Rose Davis, and Kesav Ande to the Focus team! We look forward to their impact and the great work ahead together!

Building a sustainable enterprise requires evolution—of strategy, leadership, and vision.   "What got you from a 100-million-dollar practice to a 3-billion-dollar practice is not the same vision that’s going to take you from 3 [billion] to 30 [billion],” shares Sukanya Kuruganti, Head of Partnerships at Focus Financial Partners. “It take[s] a different kind of vision and commitment to put together a team to go after the goal of becoming an enterprise.”   At Focus, we work closely with our network firms to help them define their unique value proposition and vision while creating a shared sense of purpose. Learn more about how we support our network firms in our latest episode of Focus On… The Business of Business Longevity.  https://lnkd.in/euxM6rYx

This week, Michael Nathanson, CEO at Focus Financial Partners, joined David Armstrong on WealthManagement.com’s RIA Edge Podcast to discuss Focus’s rebranding, evolved strategy, and approach to driving organic growth.   Key takeaways include: • How Focus’s “coalition of the willing” is driving strategic firm consolidation • Focus’s strategy for attracting top talent and building a collaborative leadership team • How Focus balances advisor autonomy with operational efficiency through its “interdependence” model • What’s next for Focus in M&A   Tune in below: https://lnkd.in/dMeQavr9

Don't miss Diamond Consultants - Financial Advisor Recruiters and Consultants' latest episode, “Focus Financial Partners 2.0,” where Michael Nathanson, CEO at Focus Financial Partners, provides a unique perspective on our firm’s history and vision for the future. In this engaging discussion, Michael covers: • His journey from tax attorney to CEO and how it shaped his leadership at Focus Financial Partners • Focus’s evolution from transforming the independent space to pioneering a model of interdependence • The role of private equity in reshaping Focus’s strategy and driving innovation and growth • Focus’s vision to be the leading fiduciary advice company in the world Listen to the full episode below: https://lnkd.in/eYFi_jEP Mindy Diamond | Louis Diamond

Today, we announced that Merriman Wealth Management, LLC will be joining our business line, Focus Partners Wealth. This transaction marks the ninth acquisition for Focus Partners Wealth since January 1, 2024, highlighting the momentum of Focus’ forward-looking strategy.   Merriman, which joined Focus as a network firm in 2012, delivers personalized financial advice to clients nationwide. Guided by its core mission, the “Merriman Method,” Merriman empowers clients with reliable, intelligent information to make informed choices about their financial futures. This move strengthens Focus Partners Wealth’s presence in the Pacific Northwest while giving Merriman access to extensive planning and investing services.   Read the full press release below:

Enterprises take branding seriously – and for good reason. A cohesive brand isn’t just about interesting logos or catchy taglines. It’s about aligning purpose, vision, and values to create trust, scalability, impact, and an association with a common experience. Stemming from our brand refresh at Focus, in this edition of Practice to Enterprise, I explore how refreshed branding and a unified brand architecture can elevate businesses, foster growth, and build loyalty. What are some of your favorite businesses that take branding seriously?

Episode 4 of Focus On… is here!   In “Focus On… The Business of Business Longevity,” Michael Nathanson, CEO at Focus Financial Partners, spoke with Sukanya Kuruganti, Head of Partnerships at Focus, about one of the most transformative shifts a firm can make: evolving from a practice to an enterprise.   For many firms, this journey involves rethinking leadership, operations, business models, and strategies to create a sustainable organization that can extend beyond its founders. Drawing on her expertise in mergers and acquisitions (M&A), organic growth strategies, and practice management, Sukanya offered thoughtful insights on what it takes to make the leap from a small, founder-led practice to a thriving, enduring enterprise.   Read the key takeaways or watch the full episode here: https://lnkd.in/e6jRP2ZF

Introducing our refreshed brand identity! This new look reflects our growth into a larger, stronger, and more aligned organization—one rooted in a client-first approach and fueled by the collective energy of the world’s top advisors.     Discover how Focus is reimagining partnership.