Our Numbers Tell a Story
30
Years in business helping families connect their wealth and purpose.
96%
Client retention rate as of December 31, 2023.
67
Total colleagues helping families connect wealth and purpose as of December 31, 2024.
We are a wealth management firm that helps our clients thrive by connecting their wealth and purpose. We do this by providing personalized guidance in the financial life management of high-net-worth families and successful businesses.
TFO Wealth Partners Differentiators
How We Believe We’re Different From Other Wealth Management Firms
We understand your situation is unique, which is why your wealth management firm should also be able to differentiate itself from others in the market. We believe there are three things that make TFO Wealth Partners unique:
Differentiator #1 We Connect Wealth and Purpose
What’s my wealth for? It’s a simple question but one that rarely gets asked, answered, or implemented. Our suite of family office solutions helps ensure the purpose for your wealth is clearly identified and a clear path is put it into place, and continuously evaluated, so you can live the life you want.
Differentiator #2 We Invest with Discipline, Courage, and Conviction
Our investment efforts are guided by certain core beliefs about markets, diversification, and investment trade-offs, leading us to a different investment conclusion based on decades of academic research and empirical evidence.
Differentiator #3 We Deliver Tailored, Family Office Solutions
Our family office services deliver a series of engaging exercises, tools, and systems to help families identify what their wealth is really for and develop a clear path to help them accomplish these goals.
Our Core Values
We live each day with purpose and passion through our five value tenets. Here is what we seek in a TFO Wealth Partners colleague.
Paying attention to the detail and being completely invested in the outcome.
Integrity; follow-through; giving substance to your word.
Being altruistic or concerned more with the needs of others than with one’s own needs.
Having the knowledge and skills to achieve the expected outputs.
Display a never-ending commitment to doing more and being more to our client families.
Our clients' lives change every day, and for us, helping families is about not only being there in a time of need but being more than they would expect. That is the experience they deserve, and this is what we strive to deliver at TFO Wealth Partners.
Brady FineskePresident and Family Wealth Strategist Get to know our team
At TFO, we surround our clients with an amazing team committed to providing exceptional service and seeing our promises through.
Stephanie Smith-TremoulisFamily Wealth Strategist Get to know our team
Our Office Locations
TFO Wealth Partners is headquartered in Maumee, Ohio with offices located in Houston (TX), Phoenix (AZ), St. Louis (MO), as well as Winchester (VA). Our national presence allows us to connect wealth and purpose for families and businesses across the country with plans of expanding our footprint in the near future.
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