Focus Financial Partners, a financial services firm composed of integrated wealth management, family office and business management services, has announced that Focus Partners Wealth will acquire EverNest Financial Advisors in a transaction expected to close in third quarter 2026, subject to customary closing conditions.
EverNest is expected to add approximately $960 million, measured as of Dec. 31, 2025, to Focus Partners Wealth’s existing regulatory assets under management.
EverNest is a wealth management firm that provides comprehensive financial planning and investment services to individuals, families, foundations and endowments.
This transaction unites two firms with complementary service models, grounded in a planning first, team-based approach to fiduciary advice and investment management. EverNest has a strong record of organic growth and, by joining Focus, gains access to expanded resources and capabilities that will help accelerate that momentum.
