trending Market Intelligence /marketintelligence/en/news-insights/trending/05eq0w4cJhtjnSLZevrCzw2 content esgSubNav
In This List

TMD & Associates to join Focus Financial partner firm

Blog

Investment Banking Essentials Newsletter April Edition - 2022

Blog

Banking Essentials Newsletter April Edition - 2022

Blog

Investment Banking Newsletter April 2022

Blog

Banking Essentials Newsletter - April Edition


TMD & Associates to join Focus Financial partner firm

Scottsdale, Ariz.-based registered investment adviser TMD & Associates Inc. will join Focus Financial Partners Inc. partner firm One Charles Private Wealth Services LLC.

The transaction is set to close in the third quarter.

TMD provides financial planning and wealth management services to business owners, corporate executives, professional athletes and other clients. The deal is expected to help expand One Charles' reach in the southwest region.

Focus Financial Partners is a partnership of independent, fiduciary wealth management firms.