FocusPoint Solutions

FocusPoint Solutions specializes in providing RIA outsourcing and consulting services tailored for financial advisors. Their approach is built by advisors for advisors, ensuring that their services align with the unique needs of their clients. They offer a range of solutions including back and middle office support, financial advisor development, and compliance solutions.

The agency delivers value by enabling advisors to focus on client relationships and business growth rather than administrative tasks. Their services include investment management, marketing, and technology solutions, all designed to streamline operations and enhance client experiences. FocusPoint Solutions also offers practice development programs to help advisors visualize and execute their business success.

Typical engagements involve supporting breakaway advisors, existing RIAs, hybrid RIAs, and new RIAs. They provide a virtual team to assist with transitions and business development, helping advisors achieve a balance between work and personal life while maintaining profitability.