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
Introducing ‘Numbers and Narratives’: A New Quarterly Look Past Market Headlines with Matt Sheridan
We’re excited to introduce Numbers and Narratives — A Quarterly Look Past Market Headlines from TFO Wealth Partners. Each quarter, our Chief Investment Officer Matt Sheridan shares simple visuals, key takeaways, and a brief video to help you stay informed on the markets and economy — without all the noise.
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TFO Wealth Partners
TFO Wealth Partners Once Again Named One of America’s Top RIA Firms by Forbes/Shook
TFO Wealth Partners is thrilled to having been named once again as one of America’s Top RIA Firms by Forbes/Shook for 2025. We congratulate our team who help make these accolades possible and to all of the others firms named to this year’s list.
Neither the firm nor its employees paid a fee for placement on Forbes Top RIA Firms 2025 List. The ranking was developed by Shook ® Research, LLC and the data provided was as of March 31, 2025. The ranking was released on October 1st, 2025.
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Other Recent Articles
October 2, 2025
A Quick Perspective on the Government Shutdown
September 18, 2025
Who’s Your Trustee? Why It Matters More Than You Think
September 4, 2025
Why Great Families Are Built, Not Born: Lessons from Bruce Feiler
