Focus Financial Partners

Ullmann Wealth Partners specializes in wealth management and financial advisory services, focusing on helping clients achieve financial independence. The firm offers a range of services, including financial planning, tax planning, investment, and asset management. By adopting a customized, goals-based approach, Ullmann Wealth Partners aims to tailor solutions to meet the specific needs and objectives of its clients, ensuring effective management of their financial resources.

Sonora Investment Management, LLC is an employee-owned investment management firm based in Tucson, Arizona, with an additional office in Phoenix. Founded in August 1986, the firm specializes in managing investment portfolios for individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. It focuses on creating tailored equity and fixed income portfolios by investing in public markets within the United States. Sonora primarily targets growth stocks for its equity investments and corporate bonds and convertible securities for fixed income. The firm employs a bottoms-up investment approach, utilizing both fundamental and technical analysis, supported by in-house research, to inform its investment decisions. Additionally, Sonora offers financial, estate, and retirement planning services to its clientele.

Badgley, Phelps and Bell, Inc. is an employee-owned investment manager based in Seattle, Washington, with an additional office in Portland, Oregon. Founded in 1966, the firm primarily serves high net-worth individuals, ultra-high net worth families, corporations, and charitable organizations by providing customized wealth and investment management services. Badgley offers separate client-focused equity and fixed income portfolios, as well as balanced mutual funds. The firm invests in public equity and fixed income markets globally, employing a fundamental analysis and bottom-up stock picking approach supported by in-house research. Through its tailored services, Badgley aims to help clients preserve and grow their wealth.

ARS Wealth Advisors is an employee-owned investment manager based in St. Petersburg, Florida, founded in 1997. The firm specializes in providing investment management and financial planning services to high-net-worth individuals, trusts, estates, pension plans, and other legal entities across the nation. It manages client-focused equity and fixed income portfolios, investing in public equity and fixed income markets globally. The firm primarily focuses on growth and value stocks across small-cap, mid-cap, and large-cap companies, while its fixed income investments include corporate, government, high yield, and global bonds. ARS Wealth Advisors employs fundamental analysis and conducts in-house research to guide its investment decisions. In addition to investment management, the firm offers services such as tax preparation and planning, trust and estate planning, and insurance review and consultation, aiming to help clients optimize returns while minimizing risk.

Prairie Capital Management is a registered investment advisor based in Missouri, established in 1995. The firm offers independent asset management and wealth management consulting services to high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the United States, North America, Western Europe, and Asia. Prairie Capital focuses on delivering risk-adjusted returns over full market cycles and provides a comprehensive suite of services, including investment management, financial planning, tax and estate planning, and coordination with third-party service providers. This holistic approach enables clients to effectively manage their financial resources according to their specific needs.

Founded in 2005, Hill Investment Group is an advisory firm based in Saint Louis, Missouri. The firm's service areas include investment planning, educational and behavioral coaching, advanced estate and tax planning and wealth transfer planning.

Provider of wealth management services based in Leawood, Kansas. The company offers wealth accumulation and management, financial planning, retirement planning, legacy planning, profit sharing, insurance planning and corporate cash management, by strategizing, analyzing, compartmentalizing, rationalizing and optimizing investments to ensure maximum returns with minimum risk.

SmartAsset is a financial technology company that provides automated personalized financial advice to help individuals make informed financial decisions. Utilizing proprietary technology and unique Automated Financial Modeling software, SmartAsset enables users to simulate the impact of various financial choices on their personal finances. The company offers a range of calculators and tools related to home buying, retirement planning, life insurance, personal loans, and more, which are accessible on its website and through financial publisher sites via its Captivate tool. Additionally, SmartAsset connects consumers with financial advisors through its SmartAdvisor service. To support its mission, the company also features an in-house editorial team that produces thousands of educational articles and data-driven studies, enriching the user experience with valuable financial insights.