Your Roadmap for Breakaway Success

Have you heard the MYTH that in order to be successful, you must be affiliated with a larger firm? (We know it’s not true, and so do the many advisors we support nationwide.) Here are some of the benefits the advisors we support enjoy:


FocusPoint’s established breakaway solution can actually help you grow…while giving you the ability to maintain true independence. Advisors can confidently outsource back office tasks while utilizing our comprehensive practice development, coaching, and marketing program to help them attract even more business. It’s your roadmap to success.

A Proven Turnkey Solution

Break away and let FocusPoint be the catalyst that accelerates your business. We’ve engineered our proven model and powerful support engine to transform fee-based businesses into thriving RIAs. Our team has been helping advisors transition to true independence for over 14 years, and we’re dedicated to creating solutions to empower them.

Advisor Case Studies


FocusPoint supports advisors who are seeking true independence. You keep your own RIA, utilizing a Web-based, centralized engine to consolidate and outsource non-client-facing activities like investment research, trading, reporting, and billing to an experience, reasonably priced virtual team. We also include complete transition planning and assistance…even a high level practice development, coaching, and marketing program — all at a lower cost than advisors can negotiate on their own.

Your Virtual Ensemble®

Think of us as your Virtual Ensemble®, allowing you to enjoy all the benefits of a larger firm — while keeping your own identity and remaining in control of all decisions relating to your business.

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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