Ullmann Wealth Partners, a Leading Independent Wealth Manager in Florida, to Join Focus as a New Partner Firm
Focus Financial Partners Inc. (FOCS)
Last focus financial partners inc. earnings: 2/20 07:00 am
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Source: Accesswire
NEW YORK, NY / ACCESSWIRE / October 7, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that The Ullmann Financial Group, Inc. ("Ullmann Wealth Partners"), a registered investment adviser headquartered in Jacksonville Beach, Florida, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the fourth quarter of 2021, subject to customary closing conditions.Founded in 2002, Ullmann Wealth Partners is well-known for providing comprehensive fiduciary advice to help its clients achieve peace of mind in all aspects of their financial lives. Ullmann Wealth Partners' highly customized, goals-based approach integrates a full suite of services, including investment management, financial planning, advanced estate planning, charitable giving, and insurance and tax strategies."Putting the needs of our clients first is at the core of our business model,"
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