Focus Financial Advisors, In

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Fred Raffety, JD, CFP®, MBA, Owner & Financial Planner Fred joined Focus in 1987 and became the owner in 1999. Fred is involved in all aspects of the business, but concentrates most of his time consulting with clients on financial planning and investment matters. Fred is also in charge of fixed income investments and bond laddering. A Minnesota native, Fred has lived in the northern Illinois area for over 30 years. He received his law degree from William Mitchell College of Law, and his Master of Business Administration degree from the University of South Dakota.

Focus Financial Advisors is an independently-owned investment advisor registered with the Securities and Exchange Commission. We offer investment management and comprehensive financial planning on a fiduciary, fee-only basis. Today we are proud to be celebrating our 29th year of providing objective, independent, and unbiased financial services to our clients. Our firm was founded in 1984 by Bob Lawrenz. At that time, we did business under his name, as Robert Lawrenz Consulting Services. From the very beginning, we worked on a fee-only basis, refusing commissions and other incentives.

In 1999, Bob started the process of turning the reigns of the firm over to Fred. Not long after the transition, Fred made the decision to change the name of the company to Focus Financial Advisors. He also decided to expand the capabilities of the firm by bringing on a team of professionals with complementary skill sets who shared Fred’s desire to provide a high level of personal service to people who need financial planning and wealth management.

Although National Advisors Trust acts as trustee, Focus will serve as your primary advisor. This ensures that fiduciary matters are conducted in a manner consistent with your long-term goals and objectives while maintaining sensitivity to your unique family needs. If you have an existing trust relationship, Focus and National Advisors Trust can coordinate the transfer of the fiduciary responsibilities and management of the trust assets.

We provide our clients with investment management on a fee-only basis, acting in a fiduciary capacity. We do not sell product, and we do not accept commissions for selling product. We practice a disciplined approach to achieve diversification and manage risk appropriately on your behalf.

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