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Investment Management

The appropriate investment of your assets is a critical part of your overall financial plan. At Focus, we practice a disciplined approach to achieve diversification and to manage risk appropriately on your behalf.

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Comprehensive Financial Planning

True comprehensive financial planning is the act of planning for, and prudently addressing life events. The development and implementation of a comprehensive financial plan is the foundation, or roadmap, to achieving ones goals.

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Trust Services

Focus works with National Advisors Trust Company to provide trust services to our clients and their families. National Advisors Trust provides first class trust and custodial services such as those traditionally offered by bank trust companies and brokerage firms, but with personal attention, and at favorable costs.

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About Focus

Focus Financial Advisors is an independently-owned investment advisor registered with the Securities and Exchange Commission. We offer investment management and comprehensive financial planning on a fiduciary, fee-only basis.

Today we are proud to be celebrating over 35 years of providing objective, independent, and unbiased financial services to our clients. Our firm was founded in 1984 by Bob Lawrenz. At that time, we did business under his name, as Robert Lawrenz Consulting Services. From the very beginning, we worked on a fee-only basis, refusing commissions and other incentives. The firm initially provided investment advice and asset allocation models to clients, who would bring the plans to their brokers for implementation.

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