Focus Financial Partners

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. 

We've reimagined our digital experience. Explore our fresh look, enhanced website, and the resources you need to learn more about our vision, partners, and solutions.    A new Focus is here—tailored for you. https://lnkd.in/e5DGenhR

We are proud to announce the launch of Focus Financial Partners’ refreshed corporate brand and introduce Focus Partners, a new brand architecture for our advisory hubs. This is a significant milestone in our strategic evolution as we expand our capabilities for clients, advisors, and partner firms.  “Our goal is for our clients to experience us as a company built just for them and for our advisors to experience the empowerment of being equipped with the capabilities and resources typically offered only by the largest institutions in the world,” shares Michael Nathanson, CEO at Focus Financial Partners. “When people see or hear the name Focus Partners, that is the experience we want evoked.”  This is just the latest in a new chapter for Focus, and we look forward to what lies ahead! Learn more about our brand evolution in the full press release. https://lnkd.in/dKUX5_Jt #FocusPartners #BrandEvolution #Growth #FocusFinancialPartners