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 is a company that specializes in providing financial services tailored to a diverse clientele, with a particular focus on musicians, entertainers, actors, and high-net-worth individuals. The firm offers concierge family office services, including tax services, tour and live performance accounting, royalty administration, business management, comprehensive tax planning, and tour accounting. These services enable clients to effectively manage their finances.

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 Group is a financial advisory firm that specializes in wealth management services. The company offers a comprehensive range of financial solutions, including financial planning, tax planning, investment management, and asset management. By employing a customized, goals-based approach, Ullmann Wealth Partners aims to help clients achieve financial independence. The firm's focus is on delivering tailored strategies that address the unique financial needs and aspirations of each client, ensuring effective management of their wealth and investments.

Cardinal Point Wealth Management is an independent wealth management firm dedicated to addressing the complex financial needs of high net-worth individuals and families. The company offers a comprehensive suite of services, including investment management, wealth and tax planning, private wealth services, and business management. By focusing on cross-border financial planning, Cardinal Point helps clients simplify their financial lives, enabling them to build and protect their investments while pursuing a more efficient approach to wealth management. The firm is committed to delivering tailored solutions that align with the unique objectives of affluent clients.

Sonora Investment Management, LLC is an employee-owned investment advisory firm based in Tucson, Arizona, with an additional office in Phoenix. Founded in August 1986, the firm specializes in providing investment management and financial planning services tailored to individuals, high net worth clients, trusts, estates, pension funds, and corporations. Sonora Investment Management focuses on managing client-specific equity and fixed income portfolios, investing primarily in the public markets of the United States. The firm employs a bottoms-up approach, utilizing both fundamental and technical analysis alongside in-house research to inform its investment strategies. Its equity investments are primarily in growth stocks, while fixed income investments include corporate bonds and convertible securities.

ARS Wealth Advisors is an employee-owned investment management firm founded in 1997 and based in St. Petersburg, Florida. The company specializes in providing a range of financial services to high-net-worth individuals, trusts, estates, pension plans, and other legal entities. Its offerings include investment management, financial planning, tax preparation and planning, trust and estate planning, and insurance review and consultation. ARS Wealth Advisors manages client-focused portfolios that encompass both equity and fixed income investments, utilizing fundamental analysis and in-house research to inform their strategies. The firm invests in various global markets, focusing on growth and value stocks across different company sizes, as well as a diverse array of fixed income securities. Its mission is to help clients achieve their financial goals while optimizing returns and minimizing risk.

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 various institutions. The firm offers a comprehensive suite of services, including investment management, financial planning, tax and estate planning, and coordination with third-party service providers. By focusing on risk-adjusted returns over full market cycles, Prairie Capital Management aims to meet the diverse financial needs of its clients, enabling them to effectively manage their funds according to their specific requirements.

Hill Investment Group is an evidence-based investment advisory firm founded in 2005 and headquartered in Saint Louis, Missouri. The firm serves a select group of clients across the nation, offering a range of services that include investment planning, educational and behavioral coaching, advanced estate and tax planning, and wealth transfer planning. Hill Investment Group emphasizes a strategic approach to investment, focusing on informed decision-making and personalized guidance to help clients achieve their financial goals.

Kavar Capital Partners is a wealth management firm located in Leawood, Kansas. The company provides a comprehensive range of services including wealth accumulation and management, investment management, financial planning, retirement planning, and legacy planning. Additionally, Kavar Capital Partners offers educational funding strategies and corporate cash management. By focusing on strategic analysis and optimization of investments, the firm aims to deliver maximum returns with minimum risk for its clients. Through its various services, Kavar Capital Partners seeks to address the diverse financial needs of individuals and businesses alike.

Kavar Capital Partners is a wealth management firm located in Leawood, Kansas. The company provides a comprehensive range of services including wealth accumulation and management, investment management, financial planning, retirement planning, and legacy planning. Additionally, Kavar Capital Partners offers educational funding strategies and corporate cash management. By focusing on strategic analysis and optimization of investments, the firm aims to deliver maximum returns with minimum risk for its clients. Through its various services, Kavar Capital Partners seeks to address the diverse financial needs of individuals and businesses alike.

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.