TFO Wealth Partners
Financial Services • 
Maumee, Ohio, United States • 51-100 Employees
Company overview
| Headquarters | 1440 Arrowhead Drive, Maumee, Ohio 43537, US |
| Phone number | +14198919999 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Personal Wealth Management, Retirement Planning, Financial Planning, Investment Advisory Services, Estate Planning, Retirement Plans, Investment Management |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
Key Contacts at TFO Wealth Partners
Ben Stoddard
Director Of Growth & Family Wealth Adviser
Nick Sponseller
Director, Retirement Plan Operations
Chris Winters
Director, Retirement Plan Services
Jesse Macdonald
Chief Marketing Officer
Steven Schwartz
Director, Houston | Family Wealth Strategist
Kristie Roberts
Human Resources Director
Donald Scott
Director Of Estate Planning And Family Wealth Strategist
Lindsay Franks
Director Of Client Operations
David Sherman
Managing Director, St. Louis
Adele Sobieszczanski
Director Of Practice Management
TFO Wealth Partners Email Formats
TFO Wealth Partners uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@tfowealth.com), used 49.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tfowealth.com | 49.1% |
{first name}{last name} | johndoe@tfowealth.com | 45.6% |
{first initial}{first initial} | jj@tfowealth.com | 1.8% |
{f2}{last name} | {f2}doe@tfowealth.com | 1.8% |
{last name}{last name} | doedoe@tfowealth.com | 1.8% |
About TFO Wealth Partners
TFO Wealth Partners is a wealth management firm specializing nationally in helping families thrive by connecting their wealth and purpose. Headquartered in Maumee, Ohio, with locations in Columbus, Houston, Winchester, St. Louis, and Phoenix, our team shares a mission of providing personalized guidance across all aspects of our clients' financial lives. Our breadth of services include investment advisory, wealth planning and family office, family governance and education, philanthropic planning, corporate retirement plans, and more. We believe through this set of collaborative, connected solutions, we can provide the family office experience we believe our client families deserve, one that transcends the limits of what traditional wealth managers might offer. Please note: we’ve recently rebranded, changing our name from “TDC Investment Advisory” to “TFO Wealth Partners.” With “TFO” standing for “The Family Office” we believe our new name more accurately reflects the breadth of solutions we provide our client families.
TFO Wealth Partners revenue & valuation
| Annual revenue | $5,133,300 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
TFO Wealth Partners has 14 employees across 8 departments.
Departments
Number of employees
Funding Data
TFO Wealth Partners has never raised funding before.
TFO Wealth Partners Tech Stack
Discover the technologies and tools that power TFO Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
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India
Italy
United Kingdom
Brazil
Frequently asked questions
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