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Portland, Oregon, United States
10-49
1990
FocusPoint’s unique turnkey solution has been growing and maturing since 1990.
An early adopter, our founder – and his businesses – have always been on the cutting edge. He started his financial advisory business in 1982, becoming a CFP® professional in 1989. Sensing the future of the planning industry, our founder decided to form his own RIA in 1990 and transition completely from commissions to fees. Throughout the 1990s, his practice grew and matured; today The H Group is a highly respected wealth management firm with offices throughout Oregon.
During this time, many other advisors came to our founder for advice on how they, too, could transition their own practices to fees, asking him to show them how to recreate what he had developed. Several advisors encouraged our founder to create a solution to accommodate advisors outside of The H Group. These discussions helped us realize that there are many advisors all over the country who are also interested in learning from our experience and plugging into what we’ve already created: An integrated, non-proprietary, systemized fee-based platform that gives them the means to build and grow a truly thriving business.
Therefore, our founder decided to spin off what he had created to support other advisors on a national, private label basis. And FocusPoint Solutions was born.
Today, we help our private label partners file their own RIA and create their own marketing materials (under their own identity), while still utilizing the systems that have been in place and evolving for almost 20 years.
The main questions FocusPoint has always and will continue to ask – are in keeping with the following themes:
FocusPoint currently works with RIA firms nationwide. We’re constantly in search of forming long-term partnerships with the best advisors in the country.
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From development to delivery, we create seamless campaigns that strategically offer holistic solutions across all channels to reach consumers in the smartest way possible. At R\West, an integrated marketing mindset comes naturally to us - and your
Portland, Oregon, United States
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At Trial Guides, we specialize in legal marketing, helping law firms attract clients effectively. Understanding your target audience is key. Whether you're seeking high-value cases or aiming for volume, we tailor strategies to suit your goals.
Portland, Oregon, United States
Marketing Advice, Marketing Automation +30
Legal Services
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Webfor is your trusted strategic SEO partner! When you have marketing and growth objectives, you need experts with a reputation for delivering results. Our team of SEO, web design and digital marketing experts partner with you to ensure your success.
Portland, Oregon, United States +1
Marketing Advice, Advertising +20
Home Services, Healthcare & Hospital +3
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Brilliance is a local Portland SEO, Digital Marketing, and Web Development company, helping businesses of all sizes—from small startups to large corporations.
Portland, Oregon, United States
SEO, Backlink Management +5
Ecommerce, Real Estate +1
$1,000 - 2,500
The Nine provides expert website design, development, and digital marketing services. We can help boost your credibility, reach more customers, and recruit the workers you need to keep your business running.
Tuscaloosa, Alabama, United States +2
Marketing Advice, Marketing Automation +46
Ecommerce, Real Estate +3
Starting from $2,500
Get a great ROI with top-notch SEO services! Our team of Portland SEO Specialists have been building successful SEO, SEM, & Digital Marketing Strategies for over 20 years. Don't wait, call or email us today, to get started with SEO for your website.
Portland, Oregon, United States
SEO, Backlink Management +5
Ecommerce, Legal Services
$1,000 - 2,500
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