There are many financial advisory 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 protect 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.

Team photo

 

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!

 

Planning Advice from SmartVestor™ Professionals

Focus Wealth Strategies is proud to have advisors who are part of Dave Ramsey’s SmartVestor™ program. Like Dave Ramsey himself, SmartVestor Pros™ are committed to educating and empowering their clients and believe that eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement.

As SmartVestor Pros™, we adhere to SmartVestor’s Code of Conduct™ and share their commitment to providing world-class service and making a difference in the lives of every client. We're proud to be part of the SmartVestor community and look forward to helping more people pursue their financial goals.

The SmartVestor™ program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor™ are affiliates of Focus Wealth Strategies or LPL Financial.

 

Backed By LPL Financial

We're an independent financial advisory firm with access to the same resources as the big firms, thanks to our partnership with LPL Financial. They provide us with a vast variety of advisory, investment, and insurance services and support. This allows us to offer our clients the best of both worlds: the individualized attention of a small firm combined with the robust services of a large one.

LPL does not offer proprietary investment products or engage in investment banking, so advisors affiliated with LPL Financial are under no pressure by LPL to sell a particular product. Our independent firm’s partnership with LPL Financial allows our financial advisors to leverage LPL’s vast tools and resources to help provide our clients with the financial guidance and recommendations that are best for their unique needs.

LPL Financial is the largest broker-dealer in the United States, according to Financial Planning Magazine (June 1996-2020) based on total revenue; with more than 19,000 financial advisors and $1 trillion in advisory and brokerage assets as of May 31, 2021.

LPL By the Numbers