Our Partners

For over a decade, FFO has worked with an array of trusted service partners who are committed to advancing our core mission of helping every client achieve their financial, professional, and personal goals. These long-standing professional relationships with forward-thinking organizations and individual advisors have provided FFO with access to unique, expert knowledge in a variety of innovative fields that are critical to executing modern wealth and preservation strategies.

Focus Financial Partners – Since 2014, FFO has partnered with Focus Financial Partners to bolster operations and better serve our clients.

Critical Path Advisors – FFO has partnered with Critical Path Advisors to expand the firm’s professional service, talent acquisition, and organizational capabilities.

Critical Path Security – FFO entrusts Critical Path Security to help the firm safeguard its commercial protection and cybersecurity programs.

Jay Wolf Consulting – Since FFO’s inception, Jay Wolf Consulting has advised the firm and a select number of our clients on various leadership consulting, operational innovation, and people strategy initiatives.

The Law Offices of Joseph A. Broyles, Inc. – With over 3 decades of experience litigating tax audit cases, including a nine-year tenure as an IRS Agent, Joseph Broyles and his associates at the Law Office of Joseph A. Broyles, Inc. work with our firm to ensure that any client in need has access to specialized, industry-leading legal tax advice.

InAssist – As the healthcare needs of the individuals and families we proudly serve continue to evolve, FFO works with InAssist to help our clients manage their medical plans, navigate expert analytical data, track medical reimbursements, provide HIPPA security, and access bespoke, innovative technological solutions.

Regal Credit Management – Regal Credit Management (RCM) is a privately held credit management, education, and media firm that services private individuals and organizations across the globe. Having worked with RCM for over 15 years, FFO entrusts the firm to help protect, bolster, and best utilize our clients’ credit profiles.