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Alex M

Series 65

Elkhorn, NE

Focus Partners Wealth, LLC

Alex Meduna is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Focus Partners Wealth in 2026, he worked at Fisher Investments from 2018 to 2026 and at Northwestern Mutual from 2014 to 2018. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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