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InFocus Values

Mission


We are changing lives by helping clients achieve financial security in retirement with an exceptionally qualified, focused, and results-oriented team of planning, investing, advising, and fiduciary professionals.

Our investing and support team efforts are successful because we are committed to serving clients with courtesy, promptness, accuracy, warmth, and honesty.

Vision


Our vision is to continue to be the leading resource in the Delmarva-area for helping people successfully formulate, navigate, and achieve their financial plans and goals for their retirement futures.

The InFocus team walking outside

InFocus Pillars

At InFocus Financial Advisors, our guiding ethos is encapsulated in a set of core principles that we call pillars. These pillars are more than just ideals; they are the foundational values that define our identity and guide our every action. They shape our company culture by fostering an environment of integrity, innovation, teamwork, professionalism, company pride, and continuous learning. By adhering to these pillars, we ensure that our operations are not just about business transactions, but about building lasting relationships and delivering outstanding results for everyone we serve—our stakeholders and clients alike. These principles drive our commitment to excellence and form the cornerstone of our approach to financial advisory services.

 

INTEGRITY -We believe integrity is the bedrock of our success. We adhere to the highest ethical standards in our actions, both individually and collectively. The Pillar of Integrity signifies our dedication to honesty, transparency, and doing what’s right, even when unobserved. Upholding this principle not only earns the trust of our stakeholders and clients but also cultivates a positive and respectful workplace.

 

ENTREPRENEURIAL SPIRIT – We embrace and foster the entrepreneurial spirit. We acknowledge that innovation, creativity, and a proactive mindset are crucial catalysts for our growth and success. The Entrepreneurial Spirit Pillar reflects our dedication to thinking innovatively, streamlining tasks, and embracing change to capitalize on opportunities and propel the company forward.

 

TEAM EFFORT – The Team Effort Pillar underscores our belief in the power of collaboration and unity to achieve exceptional results. We operate as a cohesive team rather than separate silos or individual ‘books of business,’ which is common in our industry. This pillar also reflects our commitment to cultivating a culture of inclusivity, cooperation, and mutual support, where our teams’ collective achievements drive us toward success

 

PROFESSIONALISM— The Pillar of Professionalism exemplifies our dedication to upholding the highest standards of conduct, demeanor, and performance. It underscores our commitment to fostering a work environment marked by respect, integrity, and excellence in all interactions and pursuits.

 

COMPANY PRIDE – The Company Pride Pillar represents our steadfast dedication to our organization’s mission, values, and overall success. It embodies our collective enthusiasm, loyalty, and commitment to maintaining our company’s reputation, fostering a sense of belonging, and celebrating our shared achievements.

 

LIFELONG LEARNING – The Lifelong Learning Pillar embodies our commitment to continuous growth, both personally and professionally, and to remaining at the forefront of our industry. It reflects our belief that embracing new knowledge, skills, and perspectives is crucial for achieving individual and organizational success.

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