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.
Locations 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
5,000 Subscribers and Growing: Expanding the Wealth and Purpose Conversation
5,000 subscribers. More conversations. More impact. Through The Wealth and Purpose Podcast, market commentary and more, our TFO Wealth Partners YouTube channel is helping us reach more families with ideas and conversations designed to connect their wealth and purpose.
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TFO Wealth Partners
He was given less than a 1% chance to live. Here’s what he learned.
In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with John O'Leary, two-time number one national bestselling author of On Fire and In Awe, and his story has also become the feature film Soul on Fire.
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Other Recent Articles
August 13, 2026
Worth Noting: All-Time Highs Are Not a Warning Sign
August 5, 2026
Megan Cameron Named to Family Wealth Alliance’s 2026 Young Professionals Awards
Neither the firm nor its employees paid a fee for placement on Young Professionals Award 2026. The ranking was developed by Family Wealth Alliance and the data provided was as of 12/31/2025. The ranking was released on July 22, 2026.
July 30, 2026
The Danger of Believing You’ve Arrived
