Focus Partners Wealth

Focus Partners Wealth is a registered investment advisor in Fairfax specializing in comprehensive wealth management, financial planning, and investment services for individuals and families. Led by a local father-son team (Jim David, CPA, PFS and C.J. David, CFP) backed by a nationwide network, they offer personalized planning around your values and goals, plus specialized services including retirement planning for businesses, tax planning, CFO services, family office solutions, and lifestyle concierge services. Their team of CFP-certified advisors takes a strategic, values-based approach to help clients achieve financial stability and create possibilities for their families.