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
Numbers and Narratives: Q3 2026
Q3 2026 – This quarterly series is designed to provide perspective and keep you informed on global markets and economic conditions. Like previous quarters, this update is paired with a short video, so you can engage with the content in the way that works best for you.
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TFO Wealth Partners
Women, Wealth & What Comes Next
On this episode, Brady and co-host Stephanie Smith-Tremoulis sit down with January Donovan, founder of The Woman School and mother of eight. January explains why information alone isn't enough, and how intentional formation helps women manage money with confidence at every level and in every season of life.
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Other Recent Articles
September 24, 2026
5,000 Subscribers and Growing: Expanding the Wealth and Purpose Conversation
September 11, 2026
The Role of Bonds in a Portfolio
