A complete list of active advisors currently associated with Focused Finances, LLC

Warmer can help you find a great advisor at Focused Finances, LLC or one who fits your needs even better.

Focused Finances serves primarily individual clients and couples, offering comprehensive financial planning (full plans, focused reviews, and hourly engagements) alongside annual subscription options for ongoing plan maintenance. The firm also provides investment management and coordinates with other professionals, and it facilitates estate-plan document preparation through an external attorney service while maintaining client plans in an online planning tool. The firm implements discretionary portfolios using mutual funds, ETFs, and individual bonds, emphasizing long-term, buy-and-hold diversification with periodic rebalancing and semi-annual fund reviews that draw on third‑party research such as Mutual Fund Observer. Investment management is offered only to clients who have completed a planning engagement and maintain an active planning subscription, and accounts are custodied through an independent provider with trade execution and institutional support services. Focused Finances operates as a single-advisor practice with a multi-decade track record and manages roughly $67.7 million for about 68 clients, favoring individualized portfolio construction rather than model-level aggregation (ETF trades may be block-executed when appropriate). The firm has voluntarily subscribed to published fiduciary best practices, discloses its custodian relationship and the non‑markup pass-through arrangement for outsourced estate services, and relies on custodian-provided administrative and research support.

To learn more about the advisors currently working at Focused Finances, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.