Our Firm

Looking for a firm where…

You’re served by integrated advisers in a variety of different financial disciplines, all under one roof?

Your advisers proactively collaborate with each other to help your family?

You feel free from the complications of wealth, with more time to do the things you love?

You’re served by integrated advisers in a variety of different financial disciplines, all under one roof?

Your advisers proactively collaborate with each other to help your family?

You feel free from the complications of wealth, with more time to do the things you love?

Our Numbers Tell a Story

5 : 1

Clients per TFO employee.

97%

Percentage of TFO clients as of 2018 who continue to be clients five years later.

69

Total colleagues as of 08/29/23.

Our Core Values

Our team is devoted to our client families and each other by a shared commitment to five simple values.

We are empathetic towards and supportive of our colleagues and clients. We are authentic, genuine, and comfortable feeling vulnerable. We embrace the idea that people never forget how you make them feel.

We are curious; we ask questions. We show up simultaneously willing to teach and willing to learn. We strive to deliver complete solutions, not just easy ones.

We seek to do what’s best for our clients in everything we do. When something’s wrong, we try to make it right. We know that real integrity exists even when no one’s watching.

We strive to simplify the complex and make life easier. We operate with urgency. We work towards exceeding the expectations of both our clients and our colleagues.

We are confident that if we can laugh together, we can work together. We try to enjoy the moment and the journey. We believe that if we’ve made our clients and colleagues smile, it’s been a good day.

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I think our clients appreciate having a deep, objective team helping them make decisions. They have a single firm that helps them with many of the financial questions and challenges they might face, and I think this brings them tremendous comfort.

Chuck CarrollChief Investment Office and Partner Get to know our teamarrow quote
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No matter what a client family needs, TFO tries to help. Whether we are solving their challenge directly, or connecting them with other resources who can, we truly care about their well-being.

Damon MillerFamily Wealth Strategist and Partner Get to know our teamarrow quote
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We pride ourselves on having really strong relationships with our client families and a mutual sense of care. TFO tries to impact client lives in a meaningful way, and I think our clients try to make a positive impact on our lives as well.

Scott HornPresident and Partner Get to know our teamarrow quote
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Ready to create your wealth and purpose plan?

Getting started is easy. Set a time to talk.

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