Financial Advisors
Menlo Park, CA
Focus Partners Wealth is a trusted registered investment advisor providing comprehensive wealth management and financial planning services to Silicon Valley clients. Led by a team of CFP-certified advisors including Thomas Myers, James Hering, Jon Ekoniak, and others, they offer personalized financial planning centered on clients' values and goals. Beyond investment management, they provide specialized planning, family office services, business owner services, tax planning, CFO services, retirement plan solutions for businesses, divorce and dispute resolution support, and access to curated lifestyle service providers—all backed by a nationwide network while maintaining local expertise.
Ideal for: Business owners, high-net-worth individuals, families seeking comprehensive wealth planning, clients going through divorce or business transitions, Silicon Valley entrepreneurs
Service area: Silicon Valley and surrounding Bay Area communities
Comprehensive Wealth Services Beyond Investments: Offers integrated services including tax planning, CFO services, business management, family office support, and divorce/dispute resolution—not just investment management.
Highly Credentialed Local Team: Silicon Valley-based team of senior advisors with multiple certifications (CFP, CFA, CPA, CDFA, CIMA) and deep expertise in wealth planning for business owners and high-net-worth individuals.
Specialization in Business Owner & Retirement Solutions: Dedicated focus on retirement plan solutions for businesses and specialized services for business owners, with a fiduciary-centered approach to institutional and retirement plan management.
Address: 1550 El Camino Real Suite 100, Menlo Park, CA 94025
Phone: (650) 289-1105
Website: focuspartners.com
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