Ridgeland, MS Sunnybrook Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Focus Partners Wealth, LLC
Enterprise
Firm-wide stats for Focus Partners Wealth, LLC
Clients per advisor
59 TypicalAvg AUM per client
$2,557,933 Very HighHNW client ratio
49% Very HighAbout
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
Based on Focus Partners Wealth, LLC
Occupation focus
Based on Focus Partners Wealth, LLC
Demographic focus
Based on Focus Partners Wealth, LLC
Location
661 Sunnybrook Road Suite 330
Ridgeland MS 39157
Advisors at this office
3
Advisors at this office
Jack M
Series 65
Ridgeland, MS
Focus Partners Wealth, LLC
Jack Moore is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Watkins, Ward, and Stafford, and Northwestern Mutual. He has also worked outside financial services, including at Smart Scapes and in educational roles at Mississippi State University and Northwest Rankin High School. Focus Partners 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 that combines active and passive strategies, third-party managers, and private funds, alongside specialized tools and legacy strategies from multiple mergers.
Ryan M
Series 65
Ridgeland, MS
Focus Partners Wealth, LLC
Ryan Mckibben is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Horne LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. 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.
Peyton H
Series 65
Ridgeland, MS
Focus Partners Wealth, LLC
Peyton Hudson is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Local Mortgage. He also has a background with Mississippi State University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services with an investment approach that combines active and passive strategies under an enhanced open architecture framework.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)