Find a Local Financial Advisor Near You

Work with a fiduciary financial advisor who understands your goals and your local market. Focus Partners Wealth matches individuals, families, and business owners with a nearby advisor for personalized planning and investment management.

For clients with $1M+ in investable assets. 600+ advisors • 100+ offices nationwide.

Start with a free consultation

Speak with a Local Advisor

Share a few details so we can match you with an advisor that fits your needs.

Go to the consultation form

First Name (required)
Last Name (required)
Email (required)
Phone Number
Zip Code
Your Investable Assets

Offer: Free consultation with a financial advisor. Submission behavior: inline confirmation message.

Why Work With a Local Financial Advisor?

“Near me” convenience: Meet virtually or in person with an advisor close to home.
Local awareness: Advisors familiar with state tax rules, estate planning practices, and regional considerations.
Fiduciary duty: Recommendations in your best interest, with transparent fees.
National resources: Boutique service backed by the scale and research of a leading RIA.

Looking for a financial advisor in your city? We serve clients nationwide and can match you with a local professional.

Comprehensive Wealth Management & Planning

Retirement planning and income strategies
Investment management and portfolio construction
Tax-smart investing and coordination with your CPA
Estate and legacy planning with trusted partners
Planning for business owners and liquidity events

Get matched with a local advisor

How Our Local Match Works

Tell us about your goals and location.
We match you to a nearby fiduciary advisor.
Meet for a free consultation and next-step plan.

You can also explore our location pages: Local advisors or advisors near me.

Why Choose Focus Partners Wealth?

High-Net-Worth Strategies for complex needs
Boutique Service + Institutional Strength
Fiduciary Commitment in every recommendation
Recognized Private Wealth Management Leader

Recognized by

Financial Advisor Magazine’s America’s Top RIAs 2025: Focus Partners Wealth named on the 2025 list; recognized among the fastest-growing RIA firms.
Forbes 2025 Best-In-State Wealth Advisors: 20 advisors named; 1 advisor on Forbes 2025 America’s Top Wealth Advisors.

FA Magazine 2025 RIA Survey/Ranking: Released July 11, 2025 for data as of Dec 31, 2024. No compensation paid. Criteria/methodology available at the publisher.

Forbes recognition: Awards received April 8, 2025 for data as of June 30, 2024. No compensation paid. Criteria/methodology available at the publisher.

Privacy & Disclosures

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law.

If you are a California resident, California law provides you with additional rights. To learn more about your California privacy rights under the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA), please see our CCPA Privacy Notice.

RYDEL Wine Glass Tasting Experience

Tuesday, December 2, 2025 | 5:30 PM

Jennings Pavilion at Holbrook-Palmer Park
150 Watkins Ave, Atherton, CA 94027

Join us for an engaging and interactive RIEDEL Wine Glass Experience led by Skye Potter of RIEDEL. The RIEDEL Wine Glass Experience is an interactive, educational workshop where Skye will demonstrate the relationship between glass shape and how it can truly affect the experience with wine. You will experience firsthand how the taste and aroma of wine are influenced by the shape of the vessel.

RIEDEL believes that form must follow function. The shape of your glass isn't just a matter of style—it’s a powerful tool that enhances the full spectrum of wine’s expression. 

After the tasting, each guest will take home a set of four RIEDEL wine glasses to enjoy for years to come.

We look forward to seeing you there!

RSVP Here!

Curabitur suscipit velit at turpis egestas, eu placerat sapien consequat. Nullam efficitur, justo at facilisis cursus, urna sapien interdum purus, sed convallis lorem odio ut orci. Temporibus saepe eveniet ut et voluptates.

RYDEL Wine Glass Tasting Experience

Tuesday, December 2, 2025 | 5:30 PM

Jennings Pavilion at Holbrook-Palmer Park150 Watkins Ave, Atherton, CA 94027

RSVP Here!

Jennings Pavilion at Holbrook-Palmer Park
150 Watkins Ave, Atherton, CA 94027