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TFO Wealth Partners is a wealth management firm specializing nationally in helping families thrive by connecting their wealth and purpose. Headquartered in Maumee, Ohio, with locations in Columbus, Houston, Winchester, St. Louis, and Phoenix, our team shares a mission of providing personalized guidance across all aspects of our clients' financial lives.
Our breadth of services include investment advisory, wealth planning and family office, family governance and education, philanthropic planning, corporate retirement plans, and more. We believe through this set of collaborative, connected solutions, we can provide the family office experience we believe our client families deserve, one that transcends the limits of what traditional wealth managers might offer.
Please note: we’ve recently rebranded, changing our name from “TDC Investment Advisory” to “TFO Wealth Partners.” With “TFO” standing for “The Family Office” we believe our new name more accurately reflects the breadth of solutions we provide our client families.
Company Details
- Employees
- 65
- Founded
- -
- Address
- 1440 Arrowhead Drive, Maumee,ohio 43537,united States
- Industry
- Financial Services
- Website
- tdcinvestmentadvisory.com
- Keywords
- Investment Management, Investment Advisory Services, Financial Planning, Personal Wealth Management, Estate Planning, Retirement Planning, Retirement Plans, Tax Planning.
- HQ
- Maumee, Ohio
Tfo Wealth Partners Questions
TFO Wealth Partners's website is tdcinvestmentadvisory.com
TFO Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/tfowealth
TFO Wealth Partners has
65 employees.
View email and phone details for 65
employees at TFO Wealth Partners.
TFO Wealth Partners's industry is
Financial Services
TFO Wealth Partners's top competitors are
Tdc Life,
Scholarlift,
Gurnee Group,
Venture Visionary Partners,
Defining Wealth Partners,
Verde Capital Management,
Clevesco, Llc,
Savage And Associates,
Tfo Family Office Partners,
Patton Wealth Management.
TFO Wealth Partners's categories are Financial Services
TFO Wealth Partners's founding year is 1999
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Top TFO Wealth Partners Employees
-
Donald Scott
Partner And Family Wealth Strategist At Tfo Family Office Partners | Vice President And Director Of Tfo Trust Company | Director Of Estate Planning…
Phoenix, Arizona, United States, United States2huschblackwell.com, tfophoenix.com2 +131265XXXXX
-
Chris Winters, CRPS
Retirement Plan Strategist, Director, Retirement Plan Services At Tfo Wealth Partners
Maumee, Ohio, United States, United States7yahoo.com, yahoo.com, gmail.com, me.com, tdccompanies.com, tdcvirginia.com, tdccompanies.com -
Brady Fineske, CFP®
President And Family Wealth Strategist At Tfo Wealth Partners | Helping Families Thrive By Connecting Wealth And Purpose
Monclova, Ohio, United States, United States3tdccompanies.com, tfotdc.com, tdccompanies.com3 +141947XXXXX
-
Jim Herrick, CFP®
Executive Vice President And Family Wealth Strategist At Tfo Wealth Partners | Helping Families Connect Their Wealth And Purpose
Maumee, Ohio, United States, United States
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