Farther Welcomes Focus Financial Advisors, Managing $130 Million in Client Assets

NEW YORK – Farther, the leading tech-centric wealth management firm, proudly welcomes Focus Financial Advisors, further expanding its network of expert advisors nationwide. With over 20 years of experience, Focus Financial Advisors – managing more than $130 million in client assets – joins Farther to leverage its industry-leading wealth platform, driving growth and enhancing client experiences. 

Based in Rockford, Illinois, Focus Financial Advisors is a financial planning and advisory firm owned by Jon Aldrich, CPA, CFP®. The team specializes in guiding families through all aspects of their financial journeys, adopting a holistic approach that considers every element of a client’s financial life. Their personalized service and commitment to helping clients achieve their financial goals and life dreams make them a valuable addition to Farther’s growing community.

“The Focus Financial Advisors team is thrilled to join Farther and leverage their best-in-class technology platform,” said Jon Aldrich, president of Focus Financial Advisors. “For more than four decades, Focus has been dedicated to providing tailored financial guidance to our clients. Partnering with Farther enables us to deliver an even broader range of services and capabilities that will elevate our offerings for decades to come.”

Farther’s advanced financial technology empowers advisors to dedicate up to 90% of their time to client interactions and prospecting, compared to the industry average of just 33%. With features like automated money movement, tax optimization, and actionable insights, clients benefit from a comprehensive view of their finances in one seamless platform.

"Focus Financial Advisors embodies the values we champion at Farther: personalized, high-quality service tailored to each client’s needs," said Taylor Matthews, CEO and co-founder of Farther. "With our platform, Focus Financial Advisors can take their practice to new heights, focusing more on their clients and less on administrative hurdles."

Farther has become a top destination for financial advisors nationwide by offering unique benefits such as no mandatory account minimums, equity ownership opportunities, and a zero non-compete policy. Combined with robust back-office support and a state-of-the-art platform, Farther equips advisors with the flexibility and autonomy to grow their practices faster than anywhere else in the industry.

Advisors interested in learning more about Farther’s platform and opportunities can visit farther.com/for-advisors.

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About Farther

Farther is the nation’s leading technology-centric wealth management firm – empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. The fastest-growing RIA in the country, Farther manages over $5 billion in assets across 100+ wealth managers and 5,000 clients. For more information, visit farther.com.