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
Nine Technology Trends for Enhanced Travel Experiences
Check out our latest article “Nine Technology Trends for Enhanced Travel Experiences” to maximize fun and efficiency on your next trip.
Read
TFO Wealth Partners
Brady Fineske Recognized as a Barron’s Top 1,200 Financial Advisor
We’re proud to share that Brady Fineske, TFO Wealth Partners President and Lead Strategist, has once again been named to Barron’s Top 1,200 Financial Advisors list for 2025! This is the third consecutive year of Brady being recognized on this list. We believe this is a reflection of his dedication to helping families thrive by connecting their wealth and purpose.
Neither the firm nor its employees paid a fee for placement on Barron’s America’s Top 1,200 Financial Advisors List. The ranking was developed by Barron’s, and the data provided was as of September 30, 2024. The ranking was released on March 07, 2025.
Read
Other Recent Articles
February 24, 2025
Update on Beneficial Ownership Reporting – New Deadline Announced
February 12, 2025
Brady Joins the Managing Your Practice Podcast
