Focus Closes Two Mergers To Expand Partner Firms’ Presence In Colorado And Texas

May 7, 2018

New York, NY – May 7, 2018 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that it has closed two mergers on behalf of its partner firms, CFO4Life and Buckingham Strategic Wealth (‘Buckingham’).

• CFO4Life: On May 1, Vogel Financial Advisors (‘Vogel’), an independent wealth management firm based in Richardson, Texas, merged with fellow Texas-based wealth management firm CFO4Life. Vogel provides investment management and financial planning services to high net worth clients across the Dallas and Fort Worth area. Mike Busch, Principal of Vogel, will join CFO4Life as a Principal and lead the combined firm’s Richardson office. The entire Vogel staff will also remain in Richardson and continue to serve its existing clients. This is CFO4Life’s first merger after joining Focus and will greatly strengthen its presence in the Dallas and Fort Worth area.
• Buckingham Strategic Wealth: On April 1, Strasbaugh Financial Advisory (‘Strasbaugh’), an all-female wealth management team based in Colorado Springs, Colorado merged with Buckingham. Founded in 1998 by Susan Strasbaugh, the firm provides investment management and comprehensive financial planning services to individuals, families and business owners in Colorado and throughout the western United States. The addition of Strasbaugh Financial Advisory further expands both Buckingham’s presence in Colorado and its national reach.

“We are always looking for new ways to add value to the firms in the Focus partnership, and we take pride in our ability to support our partners’ entrepreneurial visions and devotion to their clients by providing access to capital and operational expertise,” said Rudy Adolf, Founder and CEO of Focus. “Clients always benefit from a broader range of services and deeper bench strength through mergers; there is nothing more rewarding than helping our partner firms grow on various fronts.”

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About Focus Financial Partners

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms who serve individuals, families and institutions with wealth investment and family office services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.

 

Media Contact:

Daijing Lin

Phone: +1 646-775-6412
dlin@focuspartners.com