A complete list of active advisors currently associated with Focused Up Financial, LLC
Warmer can help you find a great advisor at Focused Up Financial, LLC or one who fits your needs even better.
Focused Up Financial works with individuals, high-net-worth clients, and business owners to provide comprehensive financial planning and investment oversight, along with services for employer-sponsored retirement plans. The firm offers financial planning across retirement, tax, estate, cash-flow and risk management topics, investment management through a third‑party sub‑advisor, and business-focused services such as employee benefit plan consulting and fractional Chief Financial Officer (fCFO) engagements for small businesses. The firm describes a planning-centered approach that integrates fundamental analysis with predominantly passive investment management, and it provides both one‑time financial reviews and ongoing retainer relationships. Investment oversight is delegated to a sub‑advisor under discretionary authority while the firm works with clients to set goals, asset allocation, and any account restrictions and to coordinate tax and estate considerations into its recommendations. Noteworthy features that distinguish the firm from many peers include its provision of pension/employee benefit plan consulting and public educational seminars or workshops—services that are statistically less common for independent advisers. The firm also offers a packaged fCFO service for small businesses (including bookkeeping and Schedule C tax support) and uses Asset Dedication as its sub‑advisor and back‑office provider, a relationship that includes volume discounts for back‑office services and is disclosed as a potential conflict of interest the firm considers when recommending that manager; the firm manages a relatively small client base with roughly $23 million in assets under management.
To learn more about the advisors currently working at Focused Up Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Riverside, IL
| 8
|
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