We seek to offer the wealth management experience we believe your family deserves.
We provide customized financial life management for high-net-worth individuals, families, and successful businesses. We seek to do more and be more for our clients – here’s how.
Meet Our Team
People make the difference. We believe we are blessed with great people who share a common mission and purpose.
Meet The Team
We believe the right people lead to an exceptional service experience. An exceptional service experience could lead to more fulfilling outcomes for you and your family. Come meet some of the people committed to helping you connect your wealth and purpose.
Offices in Maumee, Columbus, Houston, Phoenix, Winchester, and St. Louis.
How We Help
Explore our solutions 
Your journey is not about any one topic or issue; it requires knowledge, coordination, and exploration across all aspects of your financial life to help you live the life you want.
We share an understanding we are charged with a critical task for our clients and it’s this mission that drives us to offer a more comprehensive wealth management experience. Whether you’re an individual, family, and/or business owner, it’s these services that can help you work towards achieving the life you want.
News & Views
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TFO Wealth Partners
2025 Year-End Planning: Control The Things You Can
As we head for the year’s home stretch, there is a host of planning items you should consider as well as some general information you should be aware of for the coming year. Read our year-end planning considerations checklist.
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TFO Wealth Partners
The Seven Disciplines of Families Who Pass on More Than Money with David York
You’ll hear why the best wealth transfer plans start with values, not spreadsheets, and how tools like COREnology are helping families measure culture, not just cash flow.
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Other Recent Articles
October 23, 2025
Leadership Lessons That Last: Building Trust, Values, and Legacy
October 15, 2025
Introducing ‘Numbers and Narratives’: A New Quarterly Look Past Market Headlines with Matt Sheridan
October 2, 2025
TFO Wealth Partners Once Again Named One of America’s Top RIA Firms by Forbes/Shook
Neither the firm nor its employees paid a fee for placement on Forbes Top RIA Firms 2025 List. The ranking was developed by Shook ® Research, LLC and the data provided was as of March 31, 2025. The ranking was released on October 1st, 2025.
