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Awards and Recognitions

TFO Wealth Partners Recognized as a 2026 Toledo Top Workplace

Toledo, Ohio — TFO Wealth Partners has been recognized as a 2026 Toledo Top Workplace, an honor that reflects the firm’s commitment to creating a culture where people feel valued, supported, and inspired to do meaningful work. The recognition is based entirely on anonymous employee feedback, measuring engagement, leadership, alignment, and workplace culture.

“This recognition means everything to us because it comes directly from our team,” said Brady Fineske, TFO Wealth Partners President. “It’s a reflection of the trust our people have in one another and the shared purpose that guides how we work every day. We believe that when you invest in your people and lead with care, the impact extends far beyond the workplace—to our clients, our families, and our community.”

The Toledo Top Workplace award highlights organizations that prioritize collaboration, communication, and a strong sense of belonging. At TFO Wealth Partners, culture has long been viewed as a strategic priority—not a byproduct—shaped intentionally through teamwork, accountability, and a commitment to continual improvement.

“Our people are the foundation of everything we do,” added the firm’s Vice President, Jim Herrick. “This award affirms that we’ve built an environment where individuals are empowered to grow, contribute, and be part of something bigger than themselves. We’re incredibly grateful for the passion and care our team brings to their work and to one another.”

As the firm continues to grow, leadership remains focused on preserving the culture that made this recognition possible—one rooted in purpose, shared values, and a belief that meaningful work starts with taking care of the people who do it.

Advisory services provided by TFO Wealth Partners.
Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if TFO Wealth Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of TFO Wealth Partners or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, users should note that past results are not indicative of future results.
494aWP – 2026.02
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