TFO Family Office Partners is proud to announce that we’ve been recognized by the Phoenix Business Journal as a “Best Places to Work” for the 11th consecutive year! This honor, received on December 12, 2024, is a testament to our commitment to fostering a workplace that inspires and supports our colleagues every day.
For more than a decade, we’ve focused on building a workplace where people feel supported, valued, and excited to grow. Our amazing team is the reason we’ve earned this honor year after year. Their energy, teamwork, and ideas make TFO a place where people love to work.
Thank you to our incredible team for making this recognition possible. Here’s to building an even brighter future together!
About TFO Family Office Partners:
TFO Family Office Partners is a nationally recognized wealth management firm based in Phoenix, AZ, specializing in helping families nationwide thrive by Connecting Wealth and Purpose®. Our experienced team offers comprehensive services, including investment advisory, estate planning, wealth planning, accounting and bill pay, family life skills, tax consulting and compliance, philanthropic planning, and family governance.
We are excited to share that TFO Family Office Partners has been named to Financial Planning’s 2024 RIA Leaders List, ranking among the largest fee-only registered investment advisory firms in the nation and proudly securing the #2 spot in Arizona.
We are honored by this recent recognition and believe it highlights our commitment to helping as many families as possible.
About TFO Family Office Partners:
TFO Family Office Partners is a nationally recognized wealth management firm based in Phoenix, AZ, specializing in helping families nationwide thrive by Connecting Wealth and Purpose®. Our experienced team offers comprehensive services, including investment advisory, estate planning, wealth planning, accounting and bill pay, family life skills, tax consulting and compliance, philanthropic planning, and family governance.
Important Disclosure:
Neither TFO Family Office Partners nor its employees paid a fee for placement on Financial Planning’s 2024 RIA Leaders List Top 150 Fee-Only RIAs. Data partner COMPLY produced the rankings of fee-only registered investment advisors that provide financial planning services from SEC Form ADV filings in September 2024 using criteria designed by Financial Planning. The ranking was released in their November 20, 2024 online edition.
1210-2024-12
TFO Family Office Partners has once again earned recognition on Financial Advisor Magazine’s RIA Survey and Rankings List as one of the top RIAs in the country. Additionally, the firm achieved the distinction of being ranked second among registered investment advisory firms in Arizona.
Financial Advisor Magazine’s RIA survey ranks independent RIA firms based on their year-end assets under management. The firms included in the ranking file their own ADV with the SEC. The list is organized from largest to smallest, relying on information provided by firms that choose to participate in the survey.
About TFO Family Office Partners:
TFO Family Office Partners is a nationally recognized wealth management firm based in Phoenix, AZ, specializing in helping families nationwide thrive by Connecting Wealth and Purpose®. Our experienced team offers comprehensive services, including investment advisory, estate planning, wealth planning, accounting and bill pay, family life skills, tax consulting and compliance, philanthropic planning, and family governance. For more information, visit www.tfofamilyoffice.com.
Important Disclosures:
Neither TFO Family Office Partners nor its employees paid a fee for placement on FA’s 2024 RIA Ranking List. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/23. The ranking was released in their July 2024 online edition.
996-2024-08
Scott and Jacquie for the hat trick! For the third consecutive year, TFO Family Office Partners’ Scott Horn and Jacquie Weflen have been named to Forbes’ 2024 Best-in-State Wealth Advisors list. Congratulations, Scott and Jacquie, on this recent recognition, and thanks to our team for their continuous hard work in helping our clients connect their wealth and purpose.
Important Disclosure:
Neither TFO Family Office Partners nor its employee paid a fee for placement on Forbes/SHOOK Best-in-State Wealth Advisors List. The ranking was developed by SHOOK® Research, LLC and the data provided was as of 06/30/2023. The ranking was released on 04/03/2024.
TFO Family Office Partners is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Past performance is not an indication of future results. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so SHOOKs can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years of experience. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
1001-2024-08
Jacquie Weflen, TFO Family Wealth Strategist and Partner, has once again been named to Forbes’ list of the Best-in-State Top Women Wealth Advisors. Jacquie ranked second in all of Arizona, and this is the third consecutive year she has been named to the list. Thank you, Jacquie, for all you continue to do for our organization and our client families.
Important Disclosures:
Neither TFO Family Office Partners nor its employee paid a fee for placement on Forbes/SHOOK Top Women Wealth Advisors Best-in-State List. Ranking was developed by SHOOK® Research, LLC and data provided was as of 9/30/23. The ranking was released on February 8, 2024.
895-2024-02
The Phoenix Business Journal has honored us once more as of December 14, 2023, as a “Best Place to Work”! Achieving this recognition for the tenth consecutive year underscores our commitment to fostering a workplace that is both enjoyable and fulfilling. A heartfelt thank you to our dedicated team of colleagues for their contributions in making our company an exceptional destination every single day!
We are excited to announce we have once again been named to FA Magazine’s RIA Survey and Rankings List. Our firm was ranked second among Arizona registered investment advisory firms. Congratulations team!
Important Disclosure(s): Neither TFO Phoenix nor its employee paid a fee for placement on FA’s 2023 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/22. The ranking was released in their July/August 2023 online edition. FA’s RIA survey is a ranking based on assets under management at year end of independent Registered Investment Adviser firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2022 to be included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million will be included the FA’s expanded 2023 online RIA survey.
619-2023-08
For the second consecutive year, both Scott Horn (President) and Jacquie Weflen (Family Wealth Strategist) were named to Forbes Best-in-State Wealth Advisors List for 2023. Scott was ranked #5 in Arizona while Jacquie was ranked #47. Scott and Jacquie would be the first to say this is a team effort. Congratulations Scott and Jacquie (again) for this year’s award.
Important Disclosure:
Neither TFO Family Office Partners nor its employee paid a fee for placement on Forbes/SHOOK Best-in-State Wealth Advisors List. The ranking was developed by SHOOK® Research, LLC and the data provided was as of 6/30/22. The ranking was released on April 4, 2023.
TFO Family Office Partners is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Past performance is not an indication of future results. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so SHOOKs can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years of experience. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Jacquie Weflen, Family Wealth Strategist, has recently been named to Forbes’ Top Women Wealth Advisors Best-in-State List. This is Jacquie’s second consecutive year earning this award and we could not be more proud. Thank you, Jacquie, for all you continue to do for our organization and client families.
Important Disclosures: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance.
Neither TFO Phoenix nor its employee paid a fee for placement on Forbes/SHOOK Top Women Wealth Advisors Best-in-State List. Ranking was developed by SHOOK® Research, LLC and data provided was as of 9/30/22. The ranking was released on February 2, 2023. Ranking was based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms.
We’ve once again been recognized among the Phoenix Business Journal’s “Best Places to Work”! This is our ninth consecutive year being recognized, a testament to our group creating a fun, challenging, and rewarding work experience. Thank you to our colleague team for making our company an amazing place to come to each and every day!
