Focus Financial Partners

GW & Wade To Join The Colony Group In Major Transaction

Wasserman Wealth Management to Join Focus Partner Firm Buckingham Strategic Wealth, Expanding Buckingham’s Presence in Michigan

Mesa Financial Group to Join Focus Partner Firm Buckingham Strategic Wealth, Strengthening Buckingham’s Presence in Atlanta

Sutton Wealth Advisors To Join Focus Partner Firm Cornerstone, Enhancing Cornerstone’s Southeastern Footprint

CORRECTION BY SOURCE: Ketoret Capital to Join Focus Partner Firm Telemus Capital, Further Expanding Telemus’ Presence in the Chicago Wealth Management Market

Ketoret Capital to Join Focus Partner Firm Telemus Capital, Further Expanding Telemus’ Presence in the Chicago Wealth Management Market

Focus Financial Partners Announces Leadership Appointments as Company Aligns for Strategic Growth

Brian Cook to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean’s Presence in the Nashville Area

Focus Financial Partners Reports Second Quarter 2023 Results

Padlock Investment Management to Join Focus Partner Firm Dorchester Wealth Management, Enhancing Dorchester’s Toronto Presence

Focus Financial Partners to Release 2023 Second Quarter Results on August 3

Endurance Wealth Management to Join Focus Partner Firm Crestwood Advisors, Extending Crestwood’s New England Presence

Madison Wealth Advisors to Join Focus Partner Firm Buckingham Strategic Wealth, Deepening Buckingham’s Presence in the Kansas City Area

Focus Financial Partners Reports First Quarter 2023 Results

Focus Financial Partners to Release 2023 First Quarter Results on May 4

Focus Financial Partners Announces Expiration of “Go-Shop” Period in Connection with its Acquisition by Clayton, Dubilier & Rice

Arthur Zaske and Team to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean’s Presence in the Midwest

Westcourt Capital to Join Focus as a New Partner Firm, Strengthening Focus’ Partner Presence in Canada

Hausman Advisors to Join Focus Partner Firm Buckingham Strategic Wealth, Broadening Buckingham’s Presence in the Pacific Northwest

Focus Financial Partners to be Acquired by Clayton, Dubilier & Rice

Hotaling Investment Management To Join Focus Partner Firm GYL Financial Synergies, Expanding GYL’s East Coast Presence

Cortina Business Management to Join Focus Partner Firm Gelfand, Rennert & Feldman, Further Expanding Gelfand’s Multi-Family Office and Business Management Presence in the Northeast

Davis Financial Planning to Join Focus Partner Firm Buckingham Strategic Wealth, Expanding Buckingham’s North Carolina Presence to Asheville

Focus Financial Partners Reports Fourth Quarter and Full Year 2022 Results

Focus Financial Partners Makes a Minority Investment in Luminary Platforms, Inc., a Technology Platform That Brings Efficiency and Integrated Access to Legacy Planning

Focus Financial Partners to Release 2022 Fourth Quarter and Full Year Results on February 16

Focus Announces Acquisition Proposal and Exclusivity Arrangement with Clayton, Dubilier & Rice

Alliance Benefit Group Southwest to Join Focus Partner Firm Sentinel Group

Newman Schimel to Join Focus Partner Firm Kovitz Investment Group, Expanding Kovitz’s Greater Chicago Area Presence in its Second Transaction Announced in 2023

Financial Partners Capital Management to Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL’s Scale and Establish Its New York City Presence