On May 28, 2026, Focus Partners Wealth announced its plan to acquire EverNest Financial Advisors.
Focus Partners Wealth (“Focus Partners”) announced, on May 28, 2026, its plan to acquire EverNest Financial Advisors (“EverNest”). The transaction is expected to close in the third quarter of 2026. Upon closing, EverNest is expected to operate under the Focus Partners brand name. Further terms of the transaction were not disclosed.
Focus Partners, based in Clayton, Missouri, offers wealth management and specialized planning services to its clients. Focus Partners has approximately $182 billion in assets under management.
EverNest, based in Carmel, Indiana, is registered investment advisor offering financial planning services to its clients. EverNest has approximately $960 million in assets under management.
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