Our Core Philosophy: Advising Beyond Investing

Investment management is a critical component of your overall financial picture, but at TFC we realize that it is just one piece of the puzzle. We take an "advising beyond investing" approach to customize our advice for your situation. Ultimately, we want you to be informed, feel empowered, and have a sense of control of your financial life.

We have a particular passion and expertise in helping clients in the following areas:

Women in Transition

Women experiencing major life changes such as the death of a spouse or a divorce may find themselves overwhelmed. We provide empathetic, comprehensive advice that helps pave the path forward during a difficult time. Our goal is to provide a feeling of empowerment and a sense of control.

Business Owners

Business owners are passionate, focused individuals with courage and a vision. You pour your heart and soul into your work while building a valuable enterprise. When the time comes to start thinking about an exit strategy, you may not know where to start. TFC will help drive the process of getting critical advice during both the pre-sale and post-sale periods, as well as helping the transition to life after your business.


Executives need help analyzing compensation packages, including stock and deferred compensation plans. We provide guidance to help you make decisions with confidence that you are making sound decisions and understanding the implications such as taxes and the total impact on your wealth.

Family Wealth

Family is very important to us at TFC and as we have learned in over four decades, very important to our clients as well. We take pride in the fact that we work with several multi-generational families, helping them preserve their hard-earned wealth.

Our Areas of Expertise

We offer comprehensive guidance in the following areas:

Our Network is Your Network

Finances impact every aspect of one’s life and wellbeing. As such, we recognize that a team approach is necessary for sound management. We are happy to work with your existing team or connect you to our extensive network of trusted professionals, including CPAs, accountants, attorneys, bankers, and more.

With this team mindset, we carefully coordinate your integrated financial plan to consider:

Family Wealth and Legacy Planning


Health and Long-Term Care Planning

Risk Management and Insurance

Legal Protection

Our Legacy of Helping Families

We’re proud to share that we've helped second- and even third-generation clients at TFC Financial. From building a generational legacy to extending our expertise to your family members, we can be your family's trusted advisor.

Our Client-Centric Process

First, we listen, then we advise. We start with your goals and objectives and act as your partner in helping you manage your wealth to realize your dreams.

During our onboarding process, we set up a regular communication schedule to keep you informed during each step of the process. We want you to feel comfortable from the start of your journey with TFC. We pride ourselves on our accessibility beyond our scheduled meetings and calls. 


What is the minimum investment?

We provide financial planning and wealth management services for individuals, couples and families with a net worth generally ranging from $3 million to $20 million. We provide asset management services for clients with a minimum of $2 million of liquid investable assets.

What does it cost?

We believe in full transparency regarding fees, so if you choose to work with TFC, you will fully understand the fees that you are paying for our services. We are fee-based on a percentage of the assets we invest for you. Further, we are required to disclose all material conflicts of interest. We do not accept commissions nor do we have fee-sharing arrangements with asset managers.

Where do I start?

You're in the right place! Once we get the conversation started, you will learn how TFC can give you a stronger sense of control and understanding of your complete financial picture. Contact us to get started.

Will I find an advisor who understands my unique situation?

Your question is very insightful, because it indicates that you already understand financial management is very personalized and is not a one-size fits all process.

Thankfully, we’ve had over 40 years of experience working with clients from so many different backgrounds. We have seen many different scenarios and solved a lot of problems in those four+ decades.

In addition, we use a team approach that ensures you receive the best-thinking of a deeply experienced advisory team.

What do others like me do for advice? What can I expect from TFC?

TFC Financial is a focused firm, working with select clients who have complicated financial lives. Our advice is not defined by your age or career. It's defined by your specific circumstances to help you:

  • Feel organized
  • Optimize financial goals
  • Develop a tax strategy
  • Provide security for your family
  • Manage risk/protect what's yours
  • Help others
  • Establish an estate plan
  • Create a legacy

Additionally, working with TFC Financial means joining a community. We host a variety of events that connect you with like-minded individuals and provide information that empowers you.

How do I make sure my financial advice aligns with my other experts such as accountants and trustees?

We recognize the importance of other experts in your life and encourage a collaborative process in managing your complete financial picture. We’re happy to play the quarterback role in coordinating with your other advisors. In addition, we have an extensive network of CPAs and attorneys should you need a referral.

We focus on building a cohesive strategy among the following areas:

  • Financial planning
  • Tax planning
  • Estate planning
  • Identifying gaps in liquidity or protection

Am I taking too much risk by holding stock in the company that also employs me?

Great question, and you’re smart to consider this potential concentration risk. We can help you identify this potential risk as well as others that you may not be thinking about. It is often the risks we don't see that can be the most dangerous. Let us help you identify and mitigate those risks.

When do I bring my next generation into the money conversation?

Everyone's family us unique, and there is not a universal timeline for discussing financial matters with children and grandchildren. We will discuss your specific circumstances, make recommendations and assist in the process. We love helping families and work with several second and now third generation clients at TFC.

About TFC Financial

We've been a trusted advisor for over 40 years. Learn how we can help you.


Our Team

Meet the team behind our firm's friendly, compassionate culture.


Contact Us

Let us know how we can help. We can’t wait to get started.



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