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.
Locations 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
The Danger of Believing You’ve Arrived
In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Ryan Hawk, host of The Learning Leader Show, about his new book The Price of Becoming. Ryan shares what 650 conversations with world class leaders taught him about curiosity, consistency, and why believing you have arrived is one of the most dangerous mindsets in leadership.
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TFO Wealth Partners
TFO Wealth Partners Named to FA Magazine’s List of America’s Top RIAs for 9th Consecutive Year
We're honored to share that TFO Wealth Partners has been named to Financial Advisor Magazine's 2026 RIA Survey & Rankings list!
Neither the firm nor its employees paid a fee for placement on FA’s 2026 RIA Survey & Rankings List. The ranking was developed by Financial Advisor, and the data was as of 12/31/2025. The ranking was released on 07/10/2026.
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Other Recent Articles
July 9, 2026
TFO Wealth Partners Earns Dual Recognition on AdvisorHub’s 1000 Advisors to Watch List
Neither the firm nor its employees paid a fee for placement on AdvisorHub’s 2026 Advisors to Watch List. The ranking was developed by AdvisorHub and the data provided was as of December 31, 2025. The ranking was released on June 16, 2026.
July 1, 2026
America at 250: How a Nation Funded Itself
