Financial Focus, Inc.

Financial Focus, Inc. (CRD# 117327) is a financial advisory firm headquartered in Wolfeboro, NH. They manage $199,111,215 in 683 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    683
    ACCOUNTS
  • Average Account Value
    $291,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY, TX

Financial Advisors at Financial Focus, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Thomas G. Goodwin
CRD#: 3186647
40 Mill Street, Wolfeboro, NH 03894
96
Wealthminder
score

Thomas Goodwin (CRD# 3186647) is an Investment Advisor Representative working at Financial Focus, Inc. in Wolfeboro, NH and has over 18 years of experience in the finance industry. Thomas Goodwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Susan M. John
CRD#: 1830060
40 Mill Street, Wolfeboro, NH 03894
96
Wealthminder
score

Susan John (CRD# 1830060) is an Investment Advisor Representative working at Financial Focus, Inc. in Wolfeboro, NH and has over 29 years of experience in the finance industry. Susan John has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Valerie J. Brown
CRD#: 5123562
40 Mill Street, Wolfeboro, NH 03894
93
Wealthminder
score

Valerie Brown (CRD# 5123562) is an Investment Advisor Representative working at Financial Focus, Inc. in Wolfeboro, NH and has over 11 years of experience in the finance industry.

4
Daosith S. Lemay
CRD#: 4849794
40 Mill Street, Wolfeboro, NH 03894
93
Wealthminder
score

Daosith Lemay (CRD# 4849794) is an Investment Advisor Representative working at Financial Focus, Inc. in Wolfeboro, NH and has over 12 years of experience in the finance industry.

5
Kristen A. Madden
CRD#: 1629153
40 Mill Street, Wolfeboro, NH 03894
93
Wealthminder
score

Kristen Madden (CRD# 1629153) is an Investment Advisor Representative working at Financial Focus, Inc. in Wolfeboro, NH and has over 30 years of experience in the finance industry.

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