There are many financial services firms in and near Brandon, Bradenton, the surrounding Florida areas, and across the United States, but not all can provide the variety of services you might need to manage your wealth and pursue your financial dreams.
Focus Wealth Strategies, LLC is more than just an ordinary financial advisory firm. We're a group of passion-driven individuals whose top priority is to align with our clients’ best interest and help them live their best life.
We’ve made it our mission to do the heavy-lifting and help our clients and their families pursue their financial goals so they can focus on what’s really important - enjoying the things they love.
Whether you're trying to save for retirement, maximize your investment portfolio, or simply get a handle on your finances, we can provide the guidance and support you need.
Over the years, we’ve built a team of financial advisors with deep knowledge in many aspects of financial planning, and they're always happy to answer any questions you may have.
Building Lifelong Relationships
Financial planning is a very personal process, which is why we take the time to get to know each of our clients on an individual basis. We believe that this level of personalization is the key to providing truly effective advice. Not only do we build life-long relationships with our clients as a result - it is common for our clients to refer other members of their family and their friends to our firm. In fact, if you’re reading this right now you were most likely referred to us!
Backed By LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States
For more information about LPL Financial, visit www.lpl.com