Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.
WHO WE ARE:
A LEADING INTERNATIONAL PARTNERSHIP OF INDEPENDENT, FIDUCIARY WEALTH MANAGEMENT FIRMS.
At Focus we believe that to build a great business, you have to solve a big problem. And that’s exactly what we set out to do when we launched Focus Financial Partners in 2006. The problem, as we see it, is two-fold: Although more and more clients are seeking independent financial advice from what’s become a $2.3 trillion growth industry, advisors don’t.
WHAT WE BELIEVE:
DO WHAT’S RIGHT FOR CLIENTS AND FOR ADVISORS –TRANSPARENCY IS KEY.
Focus was founded on a simple, yet revolutionary belief that doing the right thing for clients and for advisors is good business.
Unlike large investment firms, we are passionate believers in a fiduciary approach to wealth management, where the clients’ interests always come first and RIAs offer advice, not products.
WHAT WE DELIVER:
UNPRECEDENTED ACCESS TO VAST RESOURCES AND DEEP BENCH STRENGTH.
Breaking away and launching an advisory firm on your own can be an overwhelming process – but not with Focus Independence. That’s because while you stay focused on your clients, we take care of everything else. We provide the preparation, organization and transition support capabilities you need to make going independent a turnkey process.
Ruediger (Rudy) Adolf
FOUNDER, CHIEF EXECUTIVE OFFICER & CHAIRMAN
Rudy founded Focus in 2006 to provide a forum where leading independent, entrepreneurial wealth management experts can do what they do best—provide high quality advice to their clients – with additional support for growth; all without the limitations of traditional wirehouses. A recognized industry expert, Rudy frequently speaks at industry events and helps partner firms strategically grow their practices.
Rudy has enjoyed a solid career in financial services in both the US and Europe. His background includes senior positions with American Express, including his role as Senior Vice President and General Manager of the American Express (AMEX) Global Brokerage and Banking division. Prior to this role, Rudy was the Senior Vice President of Strategy and Business Development, reporting to the CEO of American Express. Rudy led the strategic initiatives for the group, developing a number of new business ventures and spearheading the firm’s major M&A activities. Before joining AMEX, Rudy was a partner at McKinsey & Company in New York, primarily focusing on financial services firms. He began his career with McKinsey in Munich.
Rudy holds a Doctorate and Master Degree in Law from the University of Innsbruck, Austria.
When not working Rudy is an avid world traveler and enjoys skiing – even heli-skiing – with his wife, two sons and daughter.
4,511 total views, 8 views today