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
VIEW ALL +
TFO Wealth Partners
The Secret the World’s Best Families Already Know
In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Scott Donnell, founder of Fig and Eagle and author of Value Creation Kids, to unpack the C4 Framework, a proven system for raising connected, courageous, values-driven, and capable kids. Scott shares practical tools for parents and grandparents at every stage, from the Gigs Method and Brain Gigs to the Core Word Method and the family FUMES reward system.
Read
TFO Wealth Partners
Your Home Is The New Cyber Battleground
In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Dr. Chris Pierson, founder and CEO of BlackCloak, about why successful families have become the most targeted group in cybercrime and what you can do about it. From AI-powered voice clones to hacked Gmail accounts that unlock an entire financial life, Dr. Pierson reveals the threats hiding in plain sight and offers practical, immediate steps to protect yourself and the people you love.
Read
