Focus Financial Partners

Are you interested in exploring a career in financial services? Join us for our upcoming Early Careers Information Session on Wednesday, May 27! This virtual session is designed for current students and recent graduates who want to learn more about Focus, our internship program, future recruiting opportunities, and the career paths available within the firm. Attendees will hear directly from Focus team members about their experiences, day-to-day work, and advice for candidates considering a career with Focus. • Wednesday, May 27 • 2:00 PM PT / 3:00 PM MT / 4:00 PM CT / 5:00 PM ET We look forward to connecting with you! https://lnkd.in/eFB6iBVP

Last week, we had the opportunity to bring together over 200 colleagues, partners, and friends from across our network firms at Forward 2026 in Palm Beach, Florida. Over two days, conversations focused on the future of growth, client experience, and partnership across Focus. Sessions explored scalable organic growth strategies, integrated planning solutions, and how firms are leveraging technology, cybersecurity, and AI to better serve clients. A few themes that stood out throughout the program included: • Building repeatable, firmwide approaches to organic growth • Enhancing the client experience through integrated planning and solutions • Leveraging Focus' resources and strategic partnerships to drive scale and execution • Navigating today’s policy, tax, and market environment with greater agility and insight Thank you to everyone who joined us and contributed to the conversations throughout the week. We can’t wait to see you next time! #Forward2026

Family governance is about more than preserving wealth. At its best, it helps families preserve shared values, strengthen relationships, and prepare future generations for meaningful stewardship. In his latest article, Chairman Michael Nathanson explores why every family can benefit from a shared vision and a more intentional approach to legacy and continuity. Read the full article below. https://lnkd.in/efp5Ft2d

This Mother’s Day, we asked moms across Focus, “What’s one lesson motherhood has taught you that you bring into work every day?” The short answer? Stay flexible, stay patient, and never underestimate the negotiation skills required to reason with a toddler. As one mom explained, “Nothing prepares you for high-pressure conversations like having a four-year-old.” Happy Mother’s Day to all the women leading with empathy, humor, and heart both at work and at home. Christina Artem | Julie Benage | Jaclyn Hirl, CFP® | Sarah Del Zotto | Sandy Lui | Kerry Mittelholzer | Michelle Stitt | Kate Tengberg | Sonia Vergel | Nicole Vierneisel | Cardinal Point Wealth Management, ULC | Focus Partners | Focus Partners Australia | SCS Financial

A special thank you to our Forward 2026 sponsors! Your partnership and support helped bring this event to life, and we’re inspired by what we can continue to build together. Charles Schwab | Fidelity Investments | Brookfield | CAIS | Cliffwater | Flourish | PIMCO | Stone Ridge Asset Management | Addepar | BlackRock | Dimensional Fund Advisors | State Street | TriState Capital Limited | T. Rowe Price | Vanguard

That’s a wrap on Forward 2026! This week brought together colleagues, partners, and friends from across our network firms for several days of collaboration and learning in beautiful Palm Beach, Florida. We heard valuable insights from Focus leadership and industry experts, including keynote speakers Michael Kitces and Morgan Housel on advisor growth, marketing strategies, and the psychology behind financial decision-making and investor behavior. This week, we’re sharing some of our favorite moments from the receptions, networking events, and behind-the-scenes fun. Stay tuned next week for highlights from the main stage sessions and more strategic takeaways from the conference. Thank you to everyone who joined us and made Forward 2026 such a success! #Forward2026

We’re pleased to announce the appointment of Abha Bhandair, CPA, CEP, CECP, as Chief Human Resources Officer at Focus. Abha brings more than 25 years of experience across human resources, total rewards, compensation, benefits, and accounting, along with a deep commitment to building strong workplace cultures where people can thrive. Since joining Focus, she has become a trusted leader and partner across the organization, known for her thoughtful leadership, operational excellence, and genuine care for our people. Her leadership will be instrumental in continuing to evolve our people strategy while supporting a strong, connected culture across Focus. Congratulations, Abha, on this well-deserved appointment!

We’re hiring! Focus Partners is expanding its wealth management and business development teams with opportunities across multiple locations: 🔹 Associate Wealth Advisor • Menlo Park, CA — Apply: https://lnkd.in/eBqQRVGJ • Grand Ledge, MI — Apply: https://lnkd.in/eJJ4hx7B 🔹 Business Development Associate • Scottsdale, AZ — Apply: https://lnkd.in/ehp-5-NX 🔹 Client Service Associate • New York, NY — Apply: https://lnkd.in/eUGu-QFN We’re looking for professionals who are passionate about client outcomes, collaboration, and delivering exceptional service. Please apply directly or share with someone who may be a great fit.

If you’re attending VALCON 2026 in New Orleans next week, don’t miss Adam Kryzan, Director of Deal Advisory at Gelfand, Rennert & Feldman, LLC, Focus Partners Business Management, as he joins the panel “Music Rights, Royalties, and Catalogs: Market Dynamics and Deal Activity.” The panel will discuss the evolution of monetizing creative libraries, the fundamentals of music licensing and copyright ownership, how streaming and AI are shaping future deal activity, and more. • Date: May 4 | 4:15–5:15 PM CDT • Location: The Ritz-Carlton, New Orleans We look forward to seeing you there! https://lnkd.in/gaam9Wx5 American Bankruptcy Institute

We’re proud to share that eight Focus firms were named to USA TODAY’s 2026 Best Financial Advisory Firms list! This annual ranking recognizes the industry’s leading RIAs based on assets under management as well as client and peer recommendations. This honor reflects our teams’ continued dedication to clients and their commitment to delivering thoughtful, comprehensive advice across Focus. Congratulations to the recognized firms: Focus Partners | Coastal Bridge Advisors | Cornerstone Wealth Group, LLC | Crestwood Advisors | One Charles Private Wealth | SCS Financial, Focus Partners Family Office | Sound View Wealth Advisors | Waddell & Associates Read more about this recognition and the full rankings below: https://lnkd.in/dpDgknRi USA Today 2026 Best Financial Advisory Firms was announced in April 2026 for data as of January 2026. No compensation was paid to participate or be included in this ranking. Learn more about the ranking in the link above.