TFC has been providing trusted advice to our clients since 1980. We are a majority women and employee-owned fee-only financial advisory and investment firm with over $1.6 billion in assets under our management. We are wholly independent, acting as fiduciaries on your behalf.
Because the financial management process is so personal, we’ve created a firm-wide culture based on the following values:
Competence
Our advisors are deeply experienced problem solvers, providing high-level advice to our clients
Compassion
Finances are complex. Life can be even more complex. We are always ready to help you in even the most difficult circumstances.
Collaboration
We combine our expertise with a deep understanding of you and your specific situation. Our relationship thrives on collaboration and providing you a sense of empowerment.
Our financial lives are like a mosaic with many different components. With over four decades in business, we've built strategic relationships with experts who help us integrate the different pieces into a cohesive plan for you. We consider our network to be yours:
