Strategic Wealth Partners, an independent registered investment advisor based in Deerfield, Ill., has joined Focus Financial Partners.
Founded in 2008, Strategic Wealth Partners manages over $1.4 billion in client assets. Principals David J. Copeland and Neal H. Price each have more than 25 years of financial planning and investment advisory experience. The firm provides comprehensive wealth management services to high-net-worth clients and small institutions, and has a staff of 14 people.
“Focus has successfully completed 23 RIA and broker lift-out transactions year-to-date, 17 of which were on behalf of our partner firms, adding billions in assets along with new talent,” said Rudy Adolf, founder and CEO of Focus in a statement regarding this latest partnership.
Started in 2006, Focus Financial is an international partnership of independent, wealth management firms.