core planning Competitors

We are an independent fee-only SEC registered investment advisory firm owned and operated by CPAs. We offer financial planning, wealth management, fee-only financial advice, investment management, tax, estate and retirement planning. Our financial advisors have been helping wealthy families deal with the complexity of their finances for over 25 years. All of our advisors have earned the CPA/PFS designation. We offer management of personal accounts, retirement (company, IRAs), trust (living and testamentary), foundation, and many other types of accounts. We act as a fiduciary in all of our relationships. This means we only act in the best interest of our clients

Focus Wealth Advisors, LLC. is a Registered Investment Advisor located in Brigantine NJ. The president and sole owner is Richard G. Bertsch. Ric is a Certified Financial Planner (CFP ™) in good standing . Joseph F. Folis is the vice-president. Joe is a Chartered Financial Consultant (CHFC) in good standing. We provide clients with sound, objective and comprehensive advice. hrough a proven and trusted approach each client is managed independently through life's stages. Our success lies in the integration of our advisors and associates into your life. No questions should be remote, no thoughts be passing and no doubts left hanging without discussing them with your advisor. Our objective at Focus Wealth Advisors LLC. is to integrate your life with the various aspects of financial planning. We believe that since no two people are alike, neither is their life situation. Independent and fee-only advice allows us to tailor our services individually for each client. Our trusted senior management has over 55 cumulative years of successful financial advice. Our only commitment is to our clients.

Helping clients find financial balance and harmony is a hallmark of Symphony Financial Planning.