Focus Financial Partners to Acquire Strategic Wealth Partners Group for Kovitz Hub

Focus Financial Partners to Acquire Executive Wealth Group, LLC and Add It to Bordeaux Wealth Advisors

March 21, 2024

Financial Services

Focus Financial Partners announced it has entered into a definitive agreement for Executive Wealth Group, LLC to join partner firm Bordeaux Wealth Advisors. The deal is expected to close in the second quarter of 2024, subject to customary closing conditions. The combined platform will expand Bordeaux’s presence in the Seattle market and enhance its ability to serve aerospace industry executives and their families.

Focus Financial Partners to Onboard Homan Wealth Advisors into Buckingham Strategic Wealth

November 10, 2024

Wealth Management

Focus Financial Partners has entered into a definitive agreement under which Homan Wealth Advisors (Omaha, Nebraska) will join Buckingham Strategic Wealth, a trade name of The Colony Group. The transaction is expected to close in the fourth quarter of 2024, subject to customary closing conditions.

Focus Partners Wealth Acquires Merriman Wealth Management (Joins Focus Partners Wealth)

January 31, 2025

Wealth Management

Focus Partners Wealth, part of Focus Financial Partners, entered into a definitive agreement under which Seattle-based Merriman Wealth Management will join Focus Partners Wealth. The transaction is expected to close on February 1, 2025, subject to customary closing conditions, and would add approximately $4.16 billion in regulatory assets under management.

Focus Partners Wealth Acquires David Wealth Management

June 23, 2025

Financial Services

Focus Financial Partners’ wealth platform, Focus Partners Wealth, will acquire David Wealth Management, LLC. The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions.

EP Wealth Advisors Acquires NewFocus Financial Group

January 19, 2021

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired NewFocus Financial Group, a wealth management firm headquartered in Vancouver, Washington. The acquisition expands EP Wealth's footprint into Greater Vancouver, Washington, adds financial planning capabilities and investor-education assets, and closed on January 15, 2021.

Custom Portfolio Group (CPG) to Join Transform Wealth

September 28, 2024

Financial Services

Focus Financial Partners entered into a definitive agreement under which Custom Portfolio Group LLC (CPG) will formally join its partner firm, Transform Wealth LLC (Transform). The deal is expected to close in Q4 2024, subject to customary closing conditions, combining CPG’s wealth planning and investment management capabilities with Transform’s advisory platform.