Hire a Co-Pilot and Elevate Your Business This Year

Definition of Co-pilot:

A qualified pilot who assists or relieves the pilot but is not in command.

Are you ready to elevate your business to its highest level yet? It’s time to get excited. You CAN accelerate past the competition with the consistency, expertise, dedication, and trusted partnership of FocusPoint Solutions. Transform your business into one that’s not designed for the masses—it’s built specifically for you.

Our firm has spent the past 14 years at the forefront of the RIA industry, dedicated to providing incredibly powerful solutions to the RIA marketplace. We create truly custom solutions and business plans to empower advisors who are serious about accelerating their success. Break the mold and let FocusPoint be the powerful engine that drives your business to even greater heights.


  • Creates truly custom solutions and business plans, individually designed for every advisor we support.
  • Has debunked the myth that in order to be successful, you must join a larger firm (just ask the 70+ advisors we support nationwide).
  • Has engineered a proven model for the powerful support engine that transforms fee-based businesses to thriving RIAs.
  • Empowers advisors to design their very best businesses—ones they’re excited to work for.
  • Attractsand retains—the RIA industry’s top talent (our core team members have each been with FocusPoint for 10-15 years).
  • Inspires confidence in advisors to outsource to an experienced and knowledgeable team who can responsibly handle their busywork.
  • Has diligently selected and developed integrated, cutting-edge resources and technology to re-energize RIAs.
  • Is a co-pilot to advisors going through the process of RIA formation.

Are you ready to be incredibly successful? Do you recognize a need to delegate, yet feel an unwavering need to remain firmly at the helm of your business? With FocusPoint’s virtual team as your co-pilots…and our innovative, integrated resources as your support engine, you’ll be well on your way to a higher level of success.

If you’re serious about accelerating your success, we’d love to hear from you.

We'll create a solution that's best for you and your business.

View our unique services that you can outsource with FocusPoint.

View Brochure of Services

Hear from advisors who have partnered with us.

Read some real-life case studies involving advisors FocusPoint Solutions has helped to successfully transition to new business models, while supporting them with an experienced virtual team and integrated technology.

Read Case Studies

We'll work with you every step of the way.

Think of FocusPoint Solutions as your Virtual Ensemble®.

If you'd like to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering, contact us. Our goal is to customize a solution to address your unique needs.

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