We seek to offer the wealth management experience we believe your family deserves.
We provide customized financial life management for high-net-worth individuals, families, and successful businesses. We seek to do more and be more for our clients – here’s how.
Meet Our Team
People make the difference. We believe we are blessed with great people who share a common mission and purpose.
Meet The Team
We believe the right people lead to an exceptional service experience. An exceptional service experience could lead to more fulfilling outcomes for you and your family. Come meet some of the people committed to helping you connect your wealth and purpose.
Offices in Maumee, Columbus, Houston, Phoenix, Winchester, and St. Louis.
How We Help
Explore our solutions 
Your journey is not about any one topic or issue; it requires knowledge, coordination, and exploration across all aspects of your financial life to help you live the life you want.
We share an understanding we are charged with a critical task for our clients and it’s this mission that drives us to offer a more comprehensive wealth management experience. Whether you’re an individual, family, and/or business owner, it’s these services that can help you work towards achieving the life you want.
News & Views
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TFO Wealth Partners
TFO Wealth Partners Named to Financial Planning’s 2025 RIA Leaders List Top 150 Fee-Only RIAs
TFO Wealth Partners has been named to Financial Planning’s 2025 RIA Leaders list of the top 150 fee-only advisory firms across the country.
Neither the firm nor its employees paid a fee for placement on RIA Leaders 2025 Top 150 Fee-Only RIAs. The ranking was developed by COMPLY and the data provided was as of December 31, 2024. The ranking was released on November 18th, 2025.
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TFO Wealth Partners
2025 Year-End Planning: Control The Things You Can
As we head for the year’s home stretch, there is a host of planning items you should consider as well as some general information you should be aware of for the coming year. Read our year-end planning considerations checklist.
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Other Recent Articles
October 23, 2025
Leadership Lessons That Last: Building Trust, Values, and Legacy
