PARTNER

Focus Financial Partners, LLC, is the leading international partnership of independent fiduciary wealth management firms. With more than 650 employees, Focus partners provide wealth management, benefit and investment consulting services to individuals, families, employers, and institutions. Focus is majority-owned by its partners. Clients benefit from Focus’ partners independence, unrivaled access, and continuity. Focus principals maintain their entrepreneurial independence; benefit from the synergies, scale, economics, and best practices of the market leader; and achieve an eventual, smooth ownership transition.

Schwab helps millions of people save, invest and manage their money. They are the industry leader in serving Registered Investment Advisors and they also manage retirement plans for companies of all sizes. Schwab currently has 13,500 employees with over $1.2 trillion in total client assets as of October 31, 2008. This includes 1.3 million corporate retirement plan participants.