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What We Strive For

Welcome to Focus Financial Services, a financial services firm located in Salt Lake City, Utah. We chose the name "Focus Financial Services" because it reflects our commitment to deliberate practices aimed at helping our clients achieve their goals and overcome financial challenges. We firmly believe that the greatest value we can offer our clients is the assurance that they may attain their financial goals and objectives, while effectively managing the financial transitions they will encounter throughout their lives. Whether it's planning for retirement, funding a child's education, managing investments, or preserving wealth for future generations, we are here to provide the guidance and expertise necessary to make informed decisions and achieve financial success.

Client Centered

At our firm, we believe in empowering our clients with knowledge and education. We strive to demystify complex financial concepts, providing clarity and transparency every step of the way. Through ongoing communication and regular reviews, we ensure that our clients remain informed and confident in their financial decisions.

At Focus Financial Services we strive to create a family-type atmosphere which we believe has been cultivated from the beginning. We want our clients to feel comfortable when they interact with us. We keep track of the important events happening in our clients’ lives and make it a point to celebrate the milestones with them. In our office, we have a family dynamic as well. Marty has always enjoyed working with people whom he knows he can trust, which is why the team is built with people whom he has long-lasting relationships with. His partner, Andrew, is someone whom he has known for over 25 years. Our other team members, Tami and Staci, are part of the Focus Financial Services family as well.

Why We Do What We Do

Why We Do What We Do

Our mission is to provide the advice and planning necessary to guide our clients through the many financial transitions they will encounter throughout their lifetimes. We understand that life is a series of milestones, both expected and unexpected, and we are dedicated to assisting our clients in navigating these transitions with confidence.

Driven by a set of core values, we strive to establish enduring relationships with our clients based on integrity, trust, honesty, knowledge, reliability, and a client-centered focus. These values are at the heart of everything we do, and they guide us in providing personalized financial solutions tailored to each client's unique circumstances and aspirations.

A Look Into Our Process

A Look Into Our Process

We believe that a comprehensive and personalized approach is key to helping our clients achieve their financial objectives. Our process is similar to how to most efficiently assemble a puzzle. We focus on your big picture, then organize and assemble piece by piece to help provide a structured system and process that gives our clients as much potential to be successful as possible. Here's an overview of our process:

Step One:
Fact Finding and
Getting to Know You

The first step in our process is to get to know you personally. We take the time to understand your financial goals, aspirations, and concerns. Through in-depth discussions and careful listening, we gather the necessary information to create a solid foundation for your financial plan.

Step Two:
Analysis of Your Current Situation

Next, we conduct a thorough analysis of your current financial situation. This involves assessing your income, expenses, assets, liabilities, investments, and risk tolerance. By gaining a comprehensive understanding of your financial landscape, we can identify areas of strength and opportunities for improvement.

Step Three:
Presenting Specific Solutions 

Based on our analysis, we develop specific solutions tailored to your objectives. We take into account your short-term and long-term goals, risk tolerance, and time horizon. Our team of experienced advisors will present these solutions to you in a clear and concise manner, ensuring that you fully understand the options available to you.

Step Four:
Implementing Solid Plans
and Solutions 

Once you have chosen the strategies and solutions that align with your goals, we work diligently to implement them. Our team will guide you through the necessary steps to put your financial plan into action. We handle the paperwork, coordinate with relevant parties, and oversee the implementation process to ensure a seamless transition.

Step Five: Providing Regular Follow-up and Adjustments

We understand that life is dynamic and circumstances can change. That's why we provide regular, meaningful follow-up to ensure that your financial plan remains aligned with your evolving needs. We proactively monitor your progress, review your investments, and make adjustments as necessary. Our commitment to ongoing support ensures that your financial strategy remains relevant and effective as you progress towards your goals.

Contact us today

to schedule a consultation and experience the difference that Focus Financial Services can make in your financial journey.

Contact Us
Martin

Martin "Marty" Olson

As the Owner, President, and Senior Managing Partner at Focus Financial Services, I am responsible for overseeing all the operations and activities of our firm. Since 1999, I have dedicated myself to the financial services industry,...
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Andrew Walkington

Andrew Walkington

801-716-4303

walkington_andrew@nlgroupmail.com

As a Partner and Financial Planner at Focus Financial Services, my primary responsibilities revolve around analyzing and presenting financial solutions to our clients. My primary focus is on the development and implementation of the...
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Tami Anderson

Tami Anderson

As the Office Manager at Focus Financial Services, I am responsible for handling various general office duties and providing support to our dedicated team of agents. Assisting them with client portfolios is an integral part of my role,...

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Staci Genesi

Staci Genesi

As an Executive Assistant at Focus Financial Services, my primary responsibilities revolve around handling and processing new business paperwork, ensuring that everything is organized and executed smoothly. Having worked in the...
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