Focus Financial Partners announced that its wealth management business, Focus Partners Wealth, has entered into an agreement to acquire EverNest Financial Advisors, a transaction expected to close in the third quarter of 2026, subject to customary closing conditions.
The acquisition is expected to add approximately $960 million in regulatory assets under management, based on figures as of December 31, 2025, to Focus Partners Wealth’s existing platform. EverNest provides comprehensive financial planning and investment management services to individuals, families, foundations, and endowments.
The transaction brings together two firms that share a planning-first, team-oriented approach to fiduciary advice and investment management. EverNest has built a strong record of organic growth, and the combination is expected to provide the firm with access to additional resources, capabilities, and infrastructure to support future expansion.
Founded in 2022 and headquartered in Carmel, Indiana, EverNest serves clients across the United States. The acquisition will further strengthen Focus’ presence in the greater Indianapolis market, an area the company views as a strategic growth region.
Focus Financial Partners is a financial services organization offering integrated wealth management, family office, and business management services. As of January 1, 2026, firms within the Focus network collectively managed and advised more than $500 billion in assets. Focus Partners Wealth, one of the company’s primary wealth management businesses, reported $181.86 billion in regulatory assets under management as of January 1, 2026, serving clients across all 50 states through personalized wealth planning and investment solutions.
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“I have developed a strong relationship with the Focus team over many years that affirmed a shared client-first alignment in our businesses. As we sought opportunities to expand capabilities for our clients and provide more expansive career pathing for our team members, Focus was a clear fit.”
Frank Esposito, Managing Partner, EverNest Financial Advisors
“This acquisition underscores Focus’ continued strategic growth through M&A. EverNest has a high-caliber, driven team that is aligned with our long-term goals. We are excited to watch their success as they take advantage of new opportunities available to them as part of Focus.”
Travis Danysh, Chief Strategy Officer, Focus Financial Partners
