ENVISION A PLAN TAILORED FOR YOU

Wealth Management Services Designed for Your Life and Legacy

At Focus Partners Wealth, our wealth advisory services go beyond investing. As a premier wealth advisor firm, we craft personalized wealth management planning that aligns with your goals, lifestyle, and legacy.

Connect today for a tailored consultation focused on your long-term success by filling out the form or calendar request.

For Clients with $1M+ in Assets

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

 For clients with $1M or more in investable assets.

Investable assets include cash or cash equivalents, brokerage accounts (e.g. stocks, EFTs), savings, checking, CDs, 401(k), IRA, 403(b), and certain alternative or private investments.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. Please see our Privacy Policy for more information about how we collect and use your personal information.

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.

 

Who We Are

Built on a foundation of accomplished firms unified in values, cultures, and experience, Focus Partners Wealth is a registered investment advisor with origins dating back to 1986. As an organization of wealth, asset, and business management professionals, we bring strength, innovation, and partnership to every client relationship.


Our advisors work collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

  • $181B

    Total Client Assets

  • 100+

    Number of Offices

  • 30+

    States with Locations

  • 2000

    Number of Employees

*As of January, 1 2026. Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or representation as to the future. Please be advised that Focus Partners only shares video and content through our website or other official sources. Services and investment advice are only provided pursuant to an advisory agreement with the client. ©2025 Focus Partners Wealth, LLC. All rights reserved. RO-25-4646760

Why Choose Focus Partners Wealth

  • High-Net-Worth Strategies: We specialize in tailored, exclusive strategies for affluent individuals and families.

  • Boutique Service Backed by Institutional Strength: Enjoy the personalized attention of a boutique firm with the expertise and resources of a large institution.
  • Fiduciary Commitment: As fiduciary advisors, we put your interests first in every recommendation.

  • A Distinctive Approach to Private Wealth Management:  Our integrated approach brings together planning, investment management, and specialized expertise to help address the complex needs of private wealth clients.

What To Expect

A structured, no-cost process designed to give you clarity on your financial picture — without pressure or obligation.

  1. Brief Discovery Conversation

    We start by listening.
    You’ll speak with a member of our team for a focused conversation about your current situation, goals, and what prompted you to reach out. We’ll identify the key priorities and questions shaping your financial decisions.

  2. Meeting with an Advisor 

    A deeper review of your strategy.
    If it makes sense to continue, we’ll introduce you to a Focus advisor in your area aligned to your needs. Together, we’ll review your current approach and discuss where adjustments or improvements could strengthen your overall plan.

  3. Personalized Plan & Clear Recommendations 

    See what’s possible.
    You’ll receive a structured review outlining opportunities across investments, tax strategy, retirement planning, or broader wealth coordination — along with clear next steps so you can decide how to move forward.

 

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Our Core Wealth Management Services

At Focus Partners Wealth, we believe wealth planning should be personal, proactive, and built to evolve with you. Our comprehensive services are tailored to your specific needs:

  • Wealth Management & Investment Planning

    We deliver bespoke wealth management designed to preserve and grow your wealth over decades. Our investment strategies are research-backed, tax-efficient, and shaped to be flexible enough to address your unique financial landscape.

  • Tax & Estate Strategy

    Our private wealth management services include strategic tax planning and legacy planning, seeking to ensure your wealth is protected, preserved, and seamlessly transferred to future generations.

  • Retirement & Lifestyle Planning

    We provide comprehensive retirement planning and insurance planning services to help safeguard your lifestyle and financial independence at every life stage.

  • Holistic Net Worth Development

    By combining financial, philanthropic, and risk-management strategies, our wealth advisory services help you structure your total wealth, across all assets and ambitions, for long-term resilience.

  • Comprehensive Wealth Management

    A personalized approach from experienced advisors

Frequently Asked Questions

Is there a cost for the initial conversation?

No. Your introductory conversation is complimentary and designed to help you determine whether a deeper review would be valuable. 

What happens after I submit the form?

A member of our Client Development team will reach out to schedule a brief discovery conversation to understand your goals and financial priorities. You can also book a time directly via Calendly for a time that works for you.

Am I required to become a client?

No. The initial conversations are meant to provide clarity and perspective so you can decide what makes sense for you.

What if I already have a financial advisor?

Many people come to us to gain an additional perspective. We’re happy to review your current approach and help you evaluate it with confidence.

What types of planning do you help with?

Our advisors provide coordinated guidance across investment management, tax strategy, retirement planning, legacy planning, and broader wealth considerations.

I’ve managed my finances on my own — how can an advisor add value?

Professional guidance can help uncover opportunities, improve tax efficiency, reduce risk, or provide a more structured approach to long-term planning.

Is my information secure?

Yes. We use secure systems and handle your information with strict confidentiality and care.

How long does the first conversation take?

Typically 20–25 minutes — focused, structured, and centered on what matters most to you.

How are your fees structured?

Our advisors typically work on a fee-based model, which means you pay a agreed upon advisory fee for the planning and investment services you receive. We’ll explain how fees are structured and what they cover before any deeper discussions, so you understand the value of the guidance being provided.

Why should I work with a financial advisor?

Working with an advisor can help you uncover potential opportunities, clarify complex decisions, and align your financial strategy with your goals. A thoughtful review can bring focus to areas such as investment alignment, tax efficiency, retirement readiness, and broader wealth coordination — all with the goal of helping you make more informed choices.

How long does it take to receive a personalized plan?

Most people begin with a brief introductory conversation, followed by a meeting with an advisor for a more detailed review. The timeline depends on the complexity of your situation, but most plans can be created in less than a week.

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Ready to meet with a financial advisor?

Book your wealth planning strategy session for a time that works for you. 

Looking for a Wealth
Advisor You Can Trust?

Whether you’re just starting your wealth journey or managing complex financial needs, our advisors seek to provide clarity and confidence. We’re here to help. 

 

Recognized by

Focus Partners Wealth has been named on Financial Advisor Magazine’s America’s Top RIAs list 2025

We are pleased to announce Focus Partners Wealth has been named as the top fastest growing RIA firm in the country by FA Magazine.

Financial Advisor’s 2025 RIA Survey and Ranking: The annual list of 2025 Top 50 Fastest-Growing Firms, 2025 RIA Ranking, and 2025 RIA Discretionary & Non-Discretionary AUM Ranking was released on July 11, 2025, for data as of December 31, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.

20 Focus Partners Wealth Advisors Named on Forbes 2025 Best-In-State Wealth Advisors List

We are excited to announce the following Focus Partners Wealth associates were recognized on the 2025 rankings.

20 Advisors on Forbes 2025 Best-In-State Wealth Advisors and 1 Advisor on Forbes 2025 America’s Top Wealth Advisors. Awards were received on April 8, 2025 for data as of June 30, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.
Financial Advisor’s 2025 RIA Survey and Ranking: The annual list of 2025 Top 50 Fastest-Growing Firms, 2025 RIA Ranking, and 2025 RIA Discretionary & Non-Discretionary AUM Ranking was released on July 11, 2025, for data as of December 31, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.
20 Advisors on Forbes 2025 Best-In-State Wealth Advisors and 1 Advisor on Forbes 2025 America’s Top Wealth Advisors. Awards were received on April 8, 2025 for data as of June 30, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.

Meet Your Team

Travis Hensley

Travis Hensley, CWS

Senior Director, Client Development
travis.hensley@focuspartners.com

Travis strives to provide clients and prospective clients with an outstanding experience from the first moment they begin their relationship with Focus Partners Wealth. Through close collaboration with Focus Partners’ diverse and highly experienced wealth advisory teams, he helps connect prospective clients with the ideal advisor match, carefully aligned to their goals, family dynamics, and unique circumstances. Inspired by his grandfather, Travis is deeply committed to helping individuals and families create, grow, and protect their wealth through both favorable and challenging market conditions. He finds great fulfillment in sharing this passion and inspiring the teams he works with.

Prior to joining Focus Partners, Travis held progressive leadership roles for 14 years at Charles Schwab, including Managing Director of Wealth Management Consulting and Vice President & Branch Manager in Chicago and St. Louis. Earlier in his career, he held various roles at Fidelity Investments.

Outside the office, Travis enjoys spending time with his four children. His personal interests include exploring new restaurants, mastering new recipes, and golf. He is actively involved in charitable causes, serving as a volunteer, fundraiser, and active member with Cure SMA.

Chris Gibbons

Christopher Gibbons

Associate Vice President, Client Development
christopher.gibbons@focuspartners.com

Chris brings more than a decade of experience in wealth management, having built a career spanning wealth management, real estate, entrepreneurship, and private investing. Chris has advised individuals and families on long-term wealth strategies while developing a broad perspective across both traditional and alternative investments.

In addition to his work in financial planning, Chris has owned and operated rental properties, renovated and sold numerous homes, and invested in startups across multiple industries. He has also founded three companies and successfully exited one, bringing firsthand entrepreneurial and operational experience to his investment approach. Before entering the private sector, Chris worked in government contracting, where he developed a disciplined approach to leadership, negotiation, and strategic execution—working with some of the Air Force’s most important systems.

Outside of the office, Chris enjoys traveling, training in mixed martial arts, and spending time with his wife, two children, and family—including their cat!

team-2

Stavros Rizakos

Associate Vice President, Client Development
stavros.rizakos@focuspartners.com
As Associate Vice President of Client Development, Stavros serves as the first point of contact for prospective clients at Focus Partners. He works with prospects to understand their financial goals and unique circumstances, then leverages Focus's national network of over 100 offices to implement a tailored wealth management strategy.

At the heart of Stavros's work is connecting people with the right people. He believes the best advisor-client relationships are built on shared values, mutual respect, and genuine connection. Stavros takes pride in facilitating meaningful partnerships that lead to lasting relationships and helping clients understand how comprehensive wealth management can address their challenges, from tax mitigation to business exit planning and multi-generational wealth transfer.

Stavros began his career at Maller Wealth Advisors before joining Morgan Stanley as a trading associate. He then transitioned to a wealth advisor role at Focus Partners, where his passion for client relationships led to his current position. He earned a bachelor's degree in economics from Loyola University Maryland.

Stavros lives in Baltimore, Maryland, with his wife, Beth, and their daughter, Rosedrey "Rosie". He is an avid fan of the Baltimore Ravens and enjoys traveling and playing squash in his spare time. 
Connor Kiffer Headshot

Connor Kiffer

Client Development Specialist
connor.kiffer@focuspartners.com
As a Client Development Specialist at Focus Partners Wealth, Connor serves as a primary point of contact for prospective clients. He works closely with individuals and families to understand their goals, priorities, and expectations from a wealth management relationship, and facilitates a seamless introduction to a Wealth Advisor to ensure a strong advisory fit.

Connor entered the wealth management industry driven by both his passion for the financial markets and his belief in the meaningful impact a trusted advisory relationship can have on long-term financial success. Throughout his career in equity and derivative trading, as well as advisory business development, he has developed a strong commitment to helping clients pursue and achieve their financial goals.

Connor began his career at Charles Schwab, where he worked in equity and derivative trading with retail investors. He later transitioned into a business development role at Fisher Investments, one of the largest advisory firms in the United States. During this time, he further cultivated his passion for wealth management and the value comprehensive financial planning brings to long-term financial strategies.

He earned his bachelor’s degrees in Marketing and Business Management from Southern Illinois University Edwardsville. While attending SIUE, Connor was a three-year starter on the university’s baseball team, primarily playing second and third base.

Outside of work, Connor enjoys spending time with his wife and their two dogs, Bentley, a Bernese Mountain Dog, and Teddy, a Golden Dachshund. 
Jeff Hund

Jeff Hund

Client Development Specialist
jeff.hund@focuspartners.com

Jeff helps individuals and families discover how Focus can help them pursue their most important financial goals. Jeff believes the right wealth management relationship starts with understanding—so he takes the time to learn what matters most to each person, what they're looking for in an advisor, and how Focus can be positioned to help. His goal is simple: to help every prospective client walk away with clarity and confidence about their next step.

With a background spanning sales, marketing, and financial services, Jeff brings a genuine passion for investing, financial markets, and the power of thoughtful planning to help people make better long-term decisions. That passion is what drew him into wealth management, and it's what drives the way he works with clients today as he continues to deepen his expertise in investing, financial planning, and wealth management.

Before joining Focus, Jeff built experience in client development, relationship management, and digital marketing—roles that sharpened his ability to listen closely, ask the right questions, and help guide people through important decisions with clarity.

Outside of work, Jeff enjoys staying active through workouts and hiking, reading, traveling, and keeping a close eye on the markets.

Tanner Binion

Tanner Binion

Client Development Specialist
tanner.binion@focuspartners.com

Tanner is often the first person a prospective local Focus client meets—and he strives to make that first impression count. He partners with high net worth individuals and families to understand their goals and what they value most in a wealth management relationship, then guides them to the Wealth Advisor best suited to their needs. His focus is on making the experience effortless and seeing that every client feels understood from the start.

Tanner entered wealth management driven by a passion for helping people make confident financial decisions and pursue their long-term goals. Years of working directly with prospective clients have shaped his core belief: truly understanding someone's situation is the foundation for connecting them with the right solutions. He values helping families navigate important financial decisions by building meaningful relationships and connecting them with comprehensive planning and investment solutions—deepening his conviction that personalized advice and trusted partnership are essential to long-term success.

Before joining Focus, Tanner spent more than two years as an Account Executive at Fisher Investments, working closely with high net worth investors to evaluate strategies and pursue their objectives.

Tanner began his collegiate career at High Point University as a Division I soccer student-athlete, winning the Big South Championship before transferring to the University of Oklahoma. There, he served on the executive committee of Lambda Chi Alpha and helped lead his club soccer team to a Big 12 championship. These experiences instilled the leadership, teamwork, and discipline he brings to his clients today.

Outside of work, Tanner enjoys time with family and friends, golf, fishing, and the outdoors.