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.
Office locations in Maumee, 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
VIEW ALL +
TFO Wealth Partners
Building Wealthy Habits: Six Books for Guiding Your Kids to Financial Freedom
Check out our latest article “Building Wealthy Habits: Six Books for Guiding Your Kids to Financial Freedom” that highlights six impactful books that can help parents guide their children toward financial independence.
Read
TFO Wealth Partners
TFO Family Wealth Strategist Named to Forbes 2025 Best-in-State Wealth Advisors List
TFO Wealth Partners is thrilled to one of its Family Wealth Strategists named to Forbes Best-in-State Wealth Advisors list for 2025. While we cannot name the specific advisor to make the list, we believe this recognition reinforces our commitment to helping our clients connect their wealth and purpose. These individual recognitions aren’t possible without the hard work and diligence of our team.
Neither the firm nor its employees paid a fee for placement on Forbes 2025 Best-in-State Wealth Advisors List. The ranking was developed by Shook® Research, LLC and the data provided was as of 06/30/2024. The ranking was released on 04/08/2025.
Read
Other Recent Articles
April 9, 2025
Chris Winters Named to PLANADVISER’s 2025 Top Retirement Plan Advisers List
Neither the firm nor its employees paid a fee for placement on PLANADVISER Top Retirement Plan Advisers List. The ranking was developed by PLANADVISER and the data provided was as of December 31, 2024. The ranking was released on March 21, 2025.
April 4, 2025
Perspective on the Headlines: Staying the Course
March 18, 2025
Nine Technology Trends for Enhanced Travel Experiences
