Focus Financial Partners Inc., a leading financial services firm comprised of integrated wealth management, family office, and business management services, announced today that Focus Partners Wealth, LLC will acquire EverNest Financial Advisors, LLC in a transaction expected to close in the third quarter of 2026, subject to customary closing conditions.

EverNest is expected to add approximately $960 million, measured as of December 31, 2025, to Focus Partners Wealth’s existing regulatory assets under management.

EverNest is a wealth management firm that provides comprehensive financial planning and investment services to individuals, families, foundations and endowments.

This transaction unites two firms with complementary service models, grounded in a planning first, team-based approach to fiduciary advice and investment management. EverNest has a strong record of organic growth and, by joining Focus, gains access to expanded resources and capabilities that will help accelerate that momentum.

“I have developed a strong relationship with the Focus team over many years that affirmed a shared client-first alignment in our businesses,” said Frank Esposito, Managing Partner at EverNest. “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.”

“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,” said Travis Danysh, Chief Strategy Officer at Focus. “We are excited to watch their success as they take advantage of new opportunities available to them as part of Focus.”

Founded in 2022 and based in Carmel, Indiana, EverNest serves clients across the United States. This acquisition will bolster Focus’ footprint in greater Indianapolis, a strategic growth market where Focus already has a significant presence.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. As of January 1, 2026, Focus firms collectively had more than $500 billion in advised assets. To learn more about Focus, visit focusfinancialpartners.com or follow the company on LinkedIn.

About Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With $181.86 billion in regulatory assets under management as of January 1, 2026, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of integrated wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

About EverNest Financial Advisors

Based in Carmel, Indiana, EverNest Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, families and non-profits. Learn more at https://www.evernestfa.com.

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