Deerfiled, IL Office

Team
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Focus Partners Wealth, LLC

Enterprise

Firm-wide stats for Focus Partners Wealth, LLC

Total advisors

1,042

Across 256 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients (including ERISA retirement plans) with a range of wealth management and advisory services. Its offerings include discretionary and non‑discretionary investment management, financial and tax planning, family office and business management services, employee benefit/retirement plan consulting, and access to private and registered pooled vehicles.

The firm’s investment approach emphasizes long‑term, tax- and fee-sensitive portfolio construction under an “enhanced open architecture” framework that blends active and passive strategies, third‑party separate account managers, and private funds. Portfolio teams use fundamental and quantitative analysis, stress-tested capital market assumptions, and tools such as trend‑following (TrendWise) and options overlay strategies (OIO/IIO); they also integrate “held‑away” accounts and legacy strategies inherited through multiple mergers.

Compared with many large advisory firms, Focus Partners discloses several atypical relationships: it offers or facilitates non‑advisory financial products and lending/cash-management solutions through third-party platforms (UPTIQ, Flourish) and an affiliated insurance intermediary (Focus Risk Solutions), and it manages or gives clients access to affiliated private funds and real‑estate-related vehicles (including investments tied to life‑science real estate and affiliated managers). The firm also continues to operate and market legacy strategies and registered vehicles from acquired advisers (for example, Kovitz and Churchill strategies and EQTY/VALAX), and its personnel include attorneys and other professionals who maintain separate legal or accounting practices, matters the firm discloses and routes through distinct engagement terms.

Based on Focus Partners Wealth, LLC

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning

Based on Focus Partners Wealth, LLC

Occupation focus

Dentist Founder/Business Owner Executive Retired

Based on Focus Partners Wealth, LLC

Demographic focus

Established Professionals Approaching retirement Values-based investing

Based on Focus Partners Wealth, LLC

Location

520 Lake Cook Road, Suite 520

Deerfiled IL 60015

Advisors at this office

23

Advisors at this office

user avatar

Austin M

Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Austin Martineau is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Kams LLC. Outside of advisory work, he previously managed Ultimate Carwash and Detail Center. Focus Partners Wealth serves individuals, high-net-worth families, family offices, 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 within 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
user avatar

Joel H

Series 63, Series 66

Deerfield, IL

Focus Partners Wealth, LLC

Joel Hirsh is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Kovitz Investment Group Partners, LLC for 10 years and Kovitz Securities, LLC for 14 years prior to joining Focus Partners Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within 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
user avatar

Michael T

Series 63, Series 66

Deerfield, IL

Focus Partners Wealth, LLC

Michael Tuber is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Focus Partners Wealth, he worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and JP Morgan Chase Bank, N.A. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools like trend-following and options overlay strategies.

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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Benjamin B

CFP®, Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Benjamin Bremen is a CFP® and holds a Series 65 license with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, RMB Capital Management, and Curi Capital. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad 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 within 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
user avatar

Michael G

CFP®, CFA®

Deerfield, IL

Focus Partners Wealth, LLC

Michael Garrison is a CFP® and CFA® with eight years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, BMO Harris Bank NA, and Chicago Wealth Management, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within 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
user avatar

Ashley S

CFP®, Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Ashley Seubert is a CFP® and holds a Series 65 license with 17 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and previously spent 10 years at Strategic Wealth Partners Group LLC and 7 years at Strategic Wealth Partners, LLC. She is also associated with Kovitz Investment Group Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within 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
user avatar

Cory R

Series 66

Deerfield, IL

Focus Partners Wealth, LLC

Cory Rappaport is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Investment Group Partners, Strategic Wealth Partners, Morgan Stanley, and RSM US LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive approach that combines active and passive strategies 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
user avatar

Vishaal T

CFP®, Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Vishaal Tummala is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, and Himalaya Enterprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within 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
user avatar

Jack N

Series 63, Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Jack Newman is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Newman & Schimel, Llc, and Mesirow Financial. 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’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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
user avatar

David B

Series 65

Deerfield, IL

Focus Partners Wealth, LLC

David Budzisz is a financial advisor with Focus Partners Wealth, LLC in Deerfield, IL, holding a Series 65 designation and one year of industry experience. He has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles at Carthage College and involvement with the Carthage College Athletic Department. 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 a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within 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
user avatar

Marcie N

CFP®, Series 63, Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Marcie Nach is a CFP® with 13 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC, and Strategic Wealth Partners Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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
user avatar

Matthew C

Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Matthew Cox is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background includes roles outside of finance, such as positions with the Indiana University Athletic Department and the Chicago Sky. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within 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
user avatar

David M

Series 63, Series 65

Deerfiled, IL

Focus Partners Wealth, LLC

David Mcgranahan is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Mcgranahan serves on the investment committee for Congregation Sukkat Shalom’s endowment fund and is an independent member of the Board of Managers for Prairie Management Group, a family office. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

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
user avatar

Andrew C

Series 63, Series 65

Deerfield, IL

Focus Partners Wealth, LLC

Andrew Cohn is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Kovitz Investment Group Partners, Strategic Wealth Partners, and Kestra Financial Services. Outside of his advisory work, he is a partner and business manager of an indoor golf center called Power of the Golf Ball. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with 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 within 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
user avatar

Adam P

CFP®

Deerfield, IL

Focus Partners Wealth, LLC

Adam Price is a CFP® professional with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous roles at Kovitz Investment Group Partners, Strategic Wealth Partners, Creative Planning, and Grant Thornton LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and access to private funds.

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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