Our Storied History

A Trip Down Memory Lane

We’re proud of our storied history, a history that has enabled us to delight our clients for 30 years. Here we take a look back at some major milestones for our firm.

  • 1986

    Cleves Delp Joins the Family Business

    After graduating from Hillsdale College, Cleves decided to join his father in the family business, which at the time was the high-end life insurance and estate planning space.

  • 1993

    Our firm (at the time “The Delp Company”) Partners with LPL Financial

    This was the initial launch of our investment business as we partnered with LPL Financial as our broker dealer.

  • 2003

    Dedication of New Building in Maumee, Ohio

    Our firm opens its doors to its new building in Maumee, Ohio on Independence Day 2003. Today, this is referred to as our “Principle” building.

  • 2005

    Our Firm Opens Its First Additional Office In Houston

    Our first new office is opened in Houston, Texas led by Steve Schwartz. Today, our Houston office has five dedicated team members which along with Steve Schwartz, includes Michael Miller, Matthew Schwartz, Denise Brock, and Joanna Serra.

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  • 2007

    Launch of Retirement Plan Services Business

    We (at the time “TFO-TDC”) launched its Retirement Plan Services business and brings on Chris Winters as its Director. Today, this team continues to be led by Chris and has four additional colleagues who help run it.

  • 2010

    Our Firm Establishes Its Own RIA

    We established “TDC Investment Advisory” a dba of TFO-TDC, LLC and launches with Charles Schwab as our custodian.

  • 2013

    Our Firm Reaches $1B AUM

    In six short years, our firm reaches a significant milestone by surpassing $1B in assets under management.

  • 2015

    Our Firm Opens New Office in Winchester

    We opened our third office in downtown Winchester, Virginia led by Melanie Marks Hitchen and Stephanie Smith-Tremoulis.

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  • 2017

    We Surpassed $2B Assets Under Management

    Our firm reaches the $2 billion milestone in assets under management and retirement plan assets under advisement.

    At this time, our team had grown to 15 full-time colleagues.

  • 2018

    Creation of Trust Company To Further Serve Client Needs

    We opened Pando Tree Trust Company (now doing business as TFO Trust Company), a South-Dakota based trust company as part of our commitment to being more for our clients and serving their unique needs.

  • 2019

    Our Firm Opens Doors To Its New “Strategy” Office Building

    In 2019, we opened a 28,000 square foot expansion on to our existing building we termed our “Strategy” building. The TFO Living office was in partnership with Herman Miller, a high-performance workplace to deliver an elevated experience for both our clients and colleagues.

  • 2021

    Rollout of RightTrak, our own financial literacy program for next-gen learners

    We rolled out “RightTrak”, a fully digital, self-paced financial, 15 module financial education curriculum for our client families. With the goal of helping our clients’ children and grandchildren learn healthy financial habits early in life, RightTrak includes videos, games, quizzes, assignments, real-life scenarios and more to create a financial learning experience like no other. We have also partnered with high schools and college athletic programs to spread the impact of the RightTrak program.

  • $3.7B

    Total Assets Under Management*

  • 6

    Office Locations*

  • 72

    Total Colleagues*

  • 1,400

    Families/Business Serves To*

What Got Us Here Won’t Get Us There.

Despite our growth over the years, we share the overwhelming feeling we are just getting started. We believe our commitment to continuously enhancing our client’s investment experience combined with our ongoing efforts to improve our colleague experience, will help us assist more families and businesses reach their objectives.

* As of December 31, 2022

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