NewFocus Financial Group: Your Future. In View.


Creating a Clear Path to Financial Stability

NewFocus Financial Group specializes in managing your wealth throughout your life—from building wealth during your career to enjoying that wealth with the lifestyle you want in retirement.

We will collaborate with you to develop a comprehensive and sustainable financial plan that helps maximize your wealth and minimize your risk through sound financial strategy and prudent investment management.

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Helping You Preserve and Grow Your Wealth

We can help you build, maintain, and preserve your wealth by providing seasoned analysis, professional advice, and comprehensive asset management. We do this through services that encompass:

Financial Planning
Investment Management


Who We Work With

We help a range of clients, including young professionals, pre-retirees, retirees, and business owners. Regardless of their life status, our clients have one thing in common: a desire to work with professionals to secure their financial future.

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Recent Blog Posts

Understanding the Tax Treatment of Your ESPP

March 11, 2019

By Mark Farrelly, CFP®, CDFA® An employee stock purchase plan (ESPP) provides you with a convenient way to purchase company stock, often via payroll deduction. Like the way you contribute to a 401(k), you can easily allocate money to the ESPP via your paycheck. In addition, your ESPP may offer a purchase discount of up to 15%, allowing

9 Action Steps to Start the New Year on Firm Financial Footing

February 21, 2019

1. Assess Where You Are •   Update your balance sheet so you know your starting point. •   Confirm cash reserves. If you’re still working, strive to maintain at least a six-month cash buffer for any emergencies or unforeseen circumstances such as medical costs or job loss. If you’re in retirement, strive to maintain three years

4 Ways to Prepare for Market Corrections

January 19, 2018

Here are four ways you can prepare for the next market correction.

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Listen live to Chad and Rob Monday through Friday 6 to 9 A.M. on KDOW 1220 for opinions on critical money issues and a fresh perspective on Wall Street headlines. Have financial questions of your own? Call 1-800-516-1220 to talk to Chad live on the air.

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What’s Your Risk Number?

When it comes to investments, everyone should know their risk number. We are all different, and the amount of risk your colleague takes isn’t necessarily the risk you should take. Find out the risk level that can give you peace of mind while helping you attain your goals.

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