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The Focus Partnership

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.

To learn more about Focus please visit: www.focusfinancialpartners.com

how we work

We’re here to help you make investments that align with your lifestyle.

learn How

who we are

Brett Bernstein CEO & Co-founder
Rob Kantor CIO & Co-founder
Curtis Congdon President
Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman Sr. Wealth Advisor, Partner
Eric Wightman Sr. Wealth Advisor, Partner
Jack May Sr. Wealth Advisor
Lauren O’Brien Sr. Wealth Advisor
David Margulies Sr. Wealth Advisor
Noorjahan Enayat Sr. Wealth Advisor
Beth Levine Sr. Wealth Advisor
Kevin Peters Wealth Advisor
Steven Collins Wealth Advisor
Sharon Abbey Wealth Advisor
Sasha Chelekhov Wealth Advisor
Bob Abel Wealth Advisor
John Sciuto Wealth Advisor
Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
Pete Deoudes Director of Marketing | Financial Planner
FULL TEAM

resources

Podcasts, articles, financial news and more!

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Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

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