Focus Financial Partners

Luminary is a technology platform established in 2022 and based in New York, focused on automating the estate planning process. The platform addresses the complexities and inefficiencies associated with traditional estate planning by digitizing manual workflows and streamlining intricate tasks. This innovation allows users to enhance service consistency and reduce risks while expanding their capabilities in providing estate planning strategies. By simplifying these processes, Luminary aims to facilitate more efficient and scalable estate planning solutions for clients.

Arch manages private investment operations for leading investors and investment advisors, reinventing private portfolio management through a digital solution that replaces traditionally paper based processes.

Buckingham Strategic Wealth is a registered investment advisor that specializes in asset and wealth management services for a diverse clientele, including individuals, businesses, trusts, non-profit organizations, and healthcare professionals. The firm is dedicated to acting in the best interest of its clients, employing evidence-based investing and comprehensive planning strategies. Buckingham's approach focuses on safeguarding clients' financial futures and assisting them in achieving their key objectives. By leveraging the expertise of its advisors, financial specialists, and thought leaders, Buckingham aims to deliver a holistic wealth management experience that addresses the unique needs of each client.

Provident Financial Management offers a range of financial services tailored primarily for musicians, entertainers, actors, and high-net-worth individuals. The firm focuses on delivering comprehensive business and wealth management solutions, including concierge family office services, tax planning, tour and live performance accounting, and royal administration. Through these specialized services, Provident Financial Management helps its clients effectively manage their financial affairs and navigate the complexities of their professional and personal financial needs.

Alley Company is an independent, registered investment advisor based in Lake Forest, Illinois, specializing in separate account investment management. Founded in 1998, the firm manages proprietary stock and bond portfolios tailored to the needs of select individual and institutional investors. Alley Company focuses on customizing investment portfolios and providing asset allocation advice to a limited number of clients, aiming to help them achieve profitable returns on their investments.

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.

Cardinal Point Wealth Management is an independent firm dedicated to meeting the complex financial needs of high-net-worth individuals and families. The company offers a range of wealth management services, including investment management, wealth planning, tax planning and preparation, and private wealth services. By focusing on cross-border financial planning solutions, Cardinal Point aims to simplify the financial lives of its clients, helping them to build and protect their investments while adopting a more efficient approach to wealth management. The firm is committed to providing tailored solutions that address the unique circumstances of affluent clients, ensuring their financial goals are met with precision and care.

Sonora Investment Management, LLC is an employee-owned investment advisory firm based in Tucson, Arizona, with an additional office in Phoenix. Established in August 1986, the firm specializes in managing investment portfolios for individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. Sonora focuses on creating client-specific equity and fixed income portfolios, primarily investing in the U.S. public equity and fixed income markets. The firm emphasizes growth stocks and invests in corporate bonds and convertible securities for its fixed income strategies. Utilizing a bottoms-up approach, Sonora employs both fundamental and technical analysis alongside in-house research to guide its investment decisions. Additionally, the firm provides financial planning, estate planning, and retirement advisory services to its clients.

ARS Wealth Advisors is an employee-owned investment manager based in St. Petersburg, Florida, established in 1997. The firm specializes in providing investment management and comprehensive financial planning services to high-net-worth individuals, trusts, estates, pension plans, and other legal entities. It manages tailored equity and fixed income portfolios, investing in global public markets, including mutual funds and exchange-traded funds. For equity investments, ARS Wealth Advisors focuses on growth and value stocks across small-cap, mid-cap, and large-cap companies, while its fixed income strategy encompasses corporate, government, high-yield, and global bonds. The firm employs fundamental analysis and conducts in-house research to guide its investment decisions. Additionally, it offers tax preparation and planning, trust and estate planning, and insurance review services, aiming to help clients achieve their financial goals while minimizing risk and volatility.

Rollins Financial provides wealth management, fiduciary, tax, retirement, accounting, investment and financial planning services.

Prairie Capital Management Group is a registered investment advisor based in the United States, specializing in investment management solutions for high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions. The firm offers a range of services, including investment management, financial planning, tax and estate planning, and coordination with third-party service providers. Prairie Capital focuses on delivering risk-adjusted returns over complete market cycles, enabling clients to effectively manage their funds according to their specific needs and goals.

Hill Investment Group is an evidence-based investment advisory firm located in Saint Louis, Missouri. Established in 2005, the firm caters to a select group of clients across the nation. Its services encompass investment planning, educational and behavioral coaching, advanced estate and tax planning, and wealth transfer planning. By focusing on evidence-based strategies, Hill Investment Group aims to provide tailored financial solutions that meet the unique needs of its clients.

Kavar Capital Partners is a wealth management firm located in Leawood, Kansas. The company specializes in a range of services including wealth accumulation, investment management, financial planning, retirement planning, and legacy planning. Kavar Capital Partners also focuses on educational funding strategies, profit sharing, insurance planning, and corporate cash management. By employing a systematic approach to strategize and analyze investments, the firm aims to optimize returns while minimizing risk for its clients.

Kavar Capital Partners is a wealth management firm located in Leawood, Kansas. The company specializes in a range of services including wealth accumulation, investment management, financial planning, retirement planning, and legacy planning. Kavar Capital Partners also focuses on educational funding strategies, profit sharing, insurance planning, and corporate cash management. By employing a systematic approach to strategize and analyze investments, the firm aims to optimize returns while minimizing risk for its clients.

SmartAsset is an online platform that provides consumer-focused financial information and advice, facilitating connections between consumers and financial advisors through its SmartAdvisor marketplace. The company reaches approximately 75 million individuals monthly with its educational content, personalized calculators, and financial tools designed to guide users in making informed personal finance decisions related to home buying, retirement, and taxes. SmartAsset has garnered recognition for its rapid growth and innovation, being named one of the fastest-growing private companies and receiving accolades for its financial planning technology. The company recently completed a significant funding round, further solidifying its valuation and position in the financial technology sector.

Merriman joined Focus Financial Partners, the leading partnership of independent wealth management companies in the nation. This partnership gives us access to the best practices and insights from other Focus partners, who are committed to putting clients’ interests first.