NewFocus Financial Group

NewFocus Financial Group is an independent fee-only, SEC Registered Investment Advisory firm that provides comprehensive financial planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans. We specialize in helping our clients build, maintain and preserve wealth by providing financial analysis, professional advice and asset management with objectivity, professional expertise and experience. Our team of 5 CERTIFIED FINANCIAL PLANNER™ professionals will work with clients to develop a comprehensive plan and investment strategy that will allow clients to gain control over your financial life and help them meet their goals.