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
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TFO Wealth Partners
Balancing Retirement and Caregiving: How to Budget for Both
Retirement is a time to enjoy the fruits of your labor—but what happens when you also need to care for aging parents? Navigating both can be challenging, but with the right financial strategies and emotional support, it’s possible to balance both your retirement goals and caregiving responsibilities.
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TFO Wealth Partners
The Ultimate Downsizing Checklist: Simplifying Your Next Chapter
Check out our latest article that offers a step-by-step checklist to help you simplify the process—from defining your goals to finding the perfect new space. Get expert tips and guidance to make your transition smoother.
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Other Recent Articles
May 7, 2025
TFO Wealth Partners Has Been Named an RIA Team of the Year
Neither the firm nor its employees paid a fee for placement on InvestmentNews RIA Team of the Year. The ranking was developed by InvestmentNews Awards and the data provided was as of February 7, 2025. The ranking was released on April 29, 2025.
April 14, 2025
TFO Family Wealth Strategist Named to Forbes 2025 Best-in-State Wealth Advisors List
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.
