Financial Focus, Inc. Employee Directory
Financial ServicesNew Hampshire, United States0-1 Employees
Financial Focus, Inc. is a Wolfeboro, New Hampshire-based independent financial planning firm and Registered Investment Advisor operating in the financial services industry. It offers a fee-only model, with compensation exclusively from clients, and emphasizes a team-based approach to deliver personalized, goals-based planning and comprehensive financial services such as portfolio management, estate and tax planning, retirement and education planning, charitable planning, and trust services. The firm targets individuals seeking structured guidance aligned with their personal life goals, aiming to address diverse planning needs through customized financial plans and coordinated services. Noting recent corporate activity, Financial Focus was reported as having been acquired by F.L. Putnam Investment Management Company in April 2019, signaling a change in ownership while the firm continues to provide its planning services from its New Hampshire base.