What connects us is what sets us apart.

Why Connectus?

We believe that financial advisers do their best work when they can focus on just one thing: the financial well-being of their clients. This belief is why we built Connectus, a consortium of boutique client-centric financial advisers that deliver leading expertise through highly personalized, bespoke client service. Connectus advisers deliver comprehensive advice to their clients through the ability to draw upon their collective experience and expertise. While customized and boutique in our approach, our international network and partnership with Focus Financial Partners provides us the benefits of scale – expanded services, better technology and access to capital and resources.

Our Values

Integrity

We behave ethically and honestly in everything we do. Upholding such standards is critical to our success in maintaining long-term sustainable relationships with clients and employees.

Paul Brady, Brady & Associates

Client Service

Client care is at the heart of what we do. We strive to provide financial peace of mind through personalized, transparent, holistic advice. We continually seek to understand and align the interests of all stakeholders, and we treat everyone with fairness, compassion, and respect.

Rebecca Stacey, Westwood Group

Excellence

We aspire to be the best at what we do and lead by example. Our team is committed to providing comprehensive advice and outstanding client service through expanded service offerings, innovative technology and tools.

Ben Kohn, Link Financial Services Group

Collaboration

We believe in a work environment built around teamwork. We continually work towards common goals through active listening, sharing insights and providing feedback. We know from experience that we can achieve much more collectively than any of us could individually.

Craig Watterson, Watterson Financial Planning

Inclusion

We see tremendous value in cultivating a well-rounded, inclusive workplace. Building a team comprised of diverse backgrounds, experiences, perspectives, and insights makes us a stronger, more effective organization.

John Heinlein, Horan Capital Mgt.

Innovation

We passionately embrace an entrepreneurial spirit in everything we do. Through the combination of intellectual curiosity, a growth-oriented mindset and continuous learning, we bring innovative technology and tools that delight our clients and create efficiencies for our advisers.

Greg Britton, Atlas

Professionalism

Our reputation draws upon our depth of experience, education and high standards of conduct. We highly value and consider one another’s opinions and ideas, facilitated through open communication, humility and respectful debate.

Gavin Kelly, Aspiri Financial Services

Financial advice, powered by human connections.