Focus Financial Partners

What does it take for women to retire securely? For many women, it means overcoming a very different set of financial realities, from longer life expectancy and higher healthcare costs to career interruptions and persistent pay gaps. In our latest “Focus On… Women in Wealth” segment, Wendy Hartman, CFP®, Division President of Focus, and Adrienne Penta, National Head of Wealth Management at SCS, discuss why women often need to save and invest differently, and how advisors can play a more meaningful role in helping build long-term financial security. Learn more below. https://lnkd.in/e69gdUPu

We are pleased to announce that Focus Partners has agreed to acquire EverNest Financial Advisors in a transaction expected to close in the third quarter of 2026. This partnership brings together two firms united by a planning-first, team-based approach to fiduciary advice and investment management. The acquisition will bolster Focus’ footprint in greater Indianapolis while providing EverNest with expanded resources and capabilities to support its continued growth nationwide.  “This acquisition underscores Focus’ continued strategic growth through M&A. EverNest has a high-caliber, driven team that is aligned with our long-term goals,” said Travis Danysh, Chief Strategy Officer at Focus. Read the full press release below: https://lnkd.in/ej7aNcWs

We’re hiring! Gelfand, Rennert & Feldman, LLC, Focus Partners Business Management, is growing across several teams with opportunities in client advisory, tax, and business operations: 🔹 Business Manager • Los Angeles, CA — Apply: https://lnkd.in/ekmhu8yy 🔹 Tax Manager • Encino, CA or Century City, CA — Apply: https://lnkd.in/eNmJmt2i 🔹 Business Services and Mailroom Administrator • Century City, CA — Apply: https://lnkd.in/evWSW-dn 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.

On Memorial Day, we pause to remember and honor those who lost their lives in service to our country. Thank you to the service members and families whose sacrifice we recognize today.

May is National Brain Tumor Awareness Month, a time to raise awareness, honor those impacted, and support the ongoing fight to conquer and cure brain tumors. This month, our teams were proud to participate in both the Race for Hope DC and the National Brain Tumor Ride in Waltham, MA alongside thousands of advocates, survivors, care partners, volunteers, and supporters. Together, these events brought communities together from near and far and helped raise critical funding to advance research, improve treatments, and support the 1.3 million Americans living with a brain tumor. We are honored to support the National Brain Tumor Society and all those working toward a future without brain tumors. #GrayMay #GoGrayInMay #BrainTumorAwarenessMonth #BTAM Cardinal Point Wealth Management, ULC, Focus Partners Canada | Focus Partners | Focus Partners Advisor Solutions | Gelfand, Rennert & Feldman, LLC, Focus Partners Business Management | SCS | National Brain Tumor Society

For decades, the wealth management industry has been divided between advisors and brokers operating under different standards of care, distinctions many consumers still do not fully understand. Artificial intelligence may finally change that. In an article for VettaFi's Advisor Perspectives, Chairman Michael Nathanson explores how AI could increase transparency across the industry by helping clients better identify conflicts of interest, compare advice models, and better understand the differences between advisors and brokers. As Michael shares, “AI has the power to expose the gaps between genuine, client-first investment advice and other approaches in a way the industry has not yet seen.” Read the full article below. https://lnkd.in/eeYndAJf

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