Who Benefits Most?
Financial advisors who…
Are fiercely independent, growth-oriented and ready to solve your pain points.
Manage more than $250
million in client AUM.
Love client relationships 
but are weary of 
operational minutiae.
Want to hand off operational strategy and execution to someone they can trust.
Why Work with Focus Forward?
In short, Focus Forward drives transformation for our clients.
Freedom
We can free you from:
-
Worrying about the future direction of your business
-
Spending too much time on administrative work and not enough time on client relationships or business strategy
-
Over or under-investing 
in your infrastructure, or having anxiety about not knowing how to create 
or support the right infrastructure for your business
Future
We can allow you to 
focus on:
​
-
The roadmap we can 
help you create for your operating model and business growth
-
The confidence you’ll have in the overall health of your business
-
Spending quality time 
in and out of the office
Respect
We love and respect our clients because they:
​
-
Are already fantastic financial advisors and relationship managers
-
Care deeply about their clients
Appreciate strong partnerships and the business relationship 
we will forge -
Are open to new ideas and solutions
In short, you get to focus your time on the work you love — and offload all 
the operational work you don’t.
If you’re overwhelmed, stuck in endless workflows, directionless, and lack time to 
do the things you really want to do, then we can help.
Focus Forward’s back-office professionals deliver a superior client experience, give you time back, save you money over hiring in-house staff, and deliver a proven process that scales your operations and supports your business growth.
What to Expect
It’s hard to run an advisory business like a well-oiled machine. We make it easier.
Tailored Solutions for
Growth-Focused Firms
We specialize in supporting growth-oriented RIA firms. Our services are designed to integrate seamlessly with your existing business, providing personalized support 
that evolves with your needs.
Proven Expertise
With years of industry experience, our team brings unmatched expertise to your firm. 
We leverage advanced technology and 
best practices to optimize your middle 
and back office functions.
Scalable Support
Whether your firm is managing $150M or
 $2B in AUM, our scalable solutions adapt 
to your growth trajectory. We offer flexible engagement models that provide the 
right level of support at every stage of 
your business.
Focused on You
We build strong, long-lasting 
relationships by offering continuous support, clear communication, and 
a deep understanding of your firm's unique needs.
Meet the Founders
Tim Regan
Co-founder
Dena Froiland
Co-founder
Built by two RIA industry veterans, we’re driven by the opportunity to help you find more joy and less frustration in your business. Let our team handle the complexities of your middle and back office operations and empower your path to exponential growth.
One Meeting Can Revolutionize
Your RIA Operations
Start your journey towards operational excellence and a new era of business growth.
Get in touch today to learn how we can help you unlock your firm’s full potential.