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.
Offices 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
Two TFO Family Wealth Strategists Named to Forbes 2026 Best-in-State Wealth Advisors List
TFO Wealth Partners is thrilled that two of its Family Wealth Strategists were named to the Forbes Best-in-State Wealth Advisors list for 2026. While we cannot name the specific advisers 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 2026 Best-in-State Wealth Advisors List. The ranking was developed by Shook® Research, LLC and the data provided was as of 06/30/2025. The ranking was released on 04/07/2026.
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TFO Wealth Partners
Discipline Is the Strategy: Why Long-Term Investors Benefit From Doing Less
In this episode, we sit down with Gerard O’Reilly, Co-CEO and Co-Chief Investment Officer at Dimensional Fund Advisors, for a timely conversation on how investors can navigate uncertainty while staying focused on what matters most. Gerard explores what truly drives long-term investment outcomes, and how discipline, structure, and a clear plan can help investors avoid costly mistakes along the way.
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Other Recent Articles
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Numbers and Narratives: Q1 2026
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Trump Accounts: What They Are, How They Work, and Whether They’re Right for Your Family
March 25, 2026
Money Is a Tool. But Too Often, We Turn It Into a Scorecard
