Charles Dorn is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Homan Wealth Advisors, Ameriprise Financial, and has held roles outside of finance, including positions in the golf and retail industries. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, utilizing both fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Richard Homan is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously operated Homan Wealth Advisors, LLC for over two decades. In addition to his advisory work, he provides tax planning and consulting services through his part-time role at Hancock & Dana, P.C. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive framework.

Matthew Mcbride is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the Series 65 designation and previously worked for Homan Wealth Advisors, LLC from 2011 to 2025. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory 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, and it offers access to specialized financial products and affiliated private funds.