Madison, WI 8000 Excelsior Drive Office

Team
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Focus Partners Wealth, LLC logo

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

8000 Excelsior Drive, Suite 201

Madison WI 53717

Advisors at this office

3

Advisors at this office

user avatar

Daniel M

CFA®, Series 65

Madison, WI

Focus Partners Wealth, LLC

Daniel Murphy is a CFA® charterholder and holds a Series 65 license, with 30 years of experience in the financial industry. He has worked at Focus Partners Wealth, LLC since 2026 and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management LLC. Focus Partners Wealth, LLC serves a broad range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services. The firm employs a long-term investment approach combining active and passive strategies with fundamental and quantitative analysis, integrating tools such as trend-following and options overlays.

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

Carol V

Series 63, Series 65

Madison, WI

Focus Partners Wealth, LLC

Carol Vander Sluis is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC, Winslow Capital Management, LLC, and several other firms. Outside of her advisory role, she is a partner in a franchise ownership business, TASC FORCE, LLC. Focus Partners 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 along with access to third-party 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

Michael K

CFA®

Madison, WI

Focus Partners Wealth, LLC

Michael Krachey is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an “enhanced open architecture” framework, utilizing both fundamental and quantitative analysis.

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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