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TFO Named to Financial Planning’s 2024 RIA Leaders List

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.

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