Focus Financial Acquires CFO4Life

March 20, 2017

On February 6, 2017, Focus Financial Partners announced the acquisition of CFO4Life.

Focus Financial Partners (“Focus Financial”) is a partnership of independent wealth management firms. Focus Financial has partner firms operating independently across the U.S. and provides wealth management and benefits and investment consulting services to individuals, families, employers and institutions.

CFO4Life is a Texas-based investment advisory firm with offices in Pennsylvania and Indiana. CFO4Life was founded in 2006 as an accounting firm affiliated with LPL Financial, and evolved into a comprehensive wealth management firm, eventually breaking off on its own in September 2012 as a registered investment advisor. CFO4Life joined Focus Financial on February 1, 2017.

To read the press release: please click here.


Investment Manager M&A, Transactions