We’re proud of our storied history, a history that has enabled us to delight our clients for 30 years. Here we take a look back at some major milestones for our firm.
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1986
Cleves Delp Joins the Family Business
After graduating from Hillsdale College, Cleves decided to join his father in the family business, which at the time was the high-end life insurance and estate planning space.
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1993
Our firm (at the time “The Delp Company”) Partners with LPL Financial
This was the initial launch of our investment business as we partnered with LPL Financial as our broker dealer.
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2003
Dedication of New Building in Maumee, Ohio
Our firm opens its doors to its new building in Maumee, Ohio on Independence Day 2003. Today, this is referred to as our “Principle” building.
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2005
Our Firm Opens Its First Additional Office In Houston
Our first new office is opened in Houston, Texas led by Steve Schwartz. Today, our Houston office has five dedicated team members which along with Steve Schwartz, includes Michael Miller, Matthew Schwartz, Denise Brock, and Joanna Serra.
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2007
Launch of Retirement Plan Services Business
We (at the time “TFO-TDC”) launched its Retirement Plan Services business and brings on Chris Winters as its Director. Today, this team continues to be led by Chris and has four additional colleagues who help run it.
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2010
Our Firm Establishes Its Own RIA
We established “TDC Investment Advisory” a dba of TFO-TDC, LLC and launches with Charles Schwab as our custodian.
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2013
Our Firm Reaches $1B AUM
In six short years, our firm reaches a significant milestone by surpassing $1B in assets under management.
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2015
Our Firm Opens New Office in Winchester
We opened our third office in downtown Winchester, Virginia led by Melanie Marks Hitchen and Stephanie Smith-Tremoulis.
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2017
We Surpassed $2B Assets Under Management
Our firm reaches the $2 billion milestone in assets under management and retirement plan assets under advisement.
At this time, our team had grown to 15 full-time colleagues.
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2018
Creation of Trust Company To Further Serve Client Needs
We opened Pando Tree Trust Company (now doing business as TFO Trust Company), a South-Dakota based trust company as part of our commitment to being more for our clients and serving their unique needs.
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2019
Our Firm Opens Doors To Its New “Strategy” Office Building
In 2019, we opened a 28,000 square foot expansion on to our existing building we termed our “Strategy” building. The TFO Living office was in partnership with Herman Miller, a high-performance workplace to deliver an elevated experience for both our clients and colleagues.
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2021
Rollout of RightTrak, our own financial literacy program for next-gen learners
We rolled out “RightTrak”, a fully digital, self-paced financial, 15 module financial education curriculum for our client families. With the goal of helping our clients’ children and grandchildren learn healthy financial habits early in life, RightTrak includes videos, games, quizzes, assignments, real-life scenarios and more to create a financial learning experience like no other. We have also partnered with high schools and college athletic programs to spread the impact of the RightTrak program.
Today
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$3.93B
Total Assets Under Management*
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5
Office Locations*
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68
Total Colleagues*
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1,600
Families/Business Serves To*
What Got Us Here Won’t Get Us There.
Despite our growth over the years, we share the overwhelming feeling we are just getting started. We believe our commitment to continuously enhancing our client’s investment experience combined with our ongoing efforts to improve our colleague experience, will help us assist more families and businesses reach their objectives.
* As of December 31, 2023
