Our mission is to help our clients and colleagues live with intention. TFA is a Fee-Only, independent Registered Investment Advisor (RIA) acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. The Fee-Only method of compensation is the most transparent and objective method available, and minimizes conflicts to ensure your financial advisor acts as a fiduciary. As a result, we do not sell products or receive commissions on any products or services.
Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.
Candidly, we can’t determine if it makes sense to work together until we meet and understanding your situation. One of the ways we enforce our fiduciary obligation is to make sure working together is in your best interest, even before you become a client. This means taking you through a three meeting process:
What life do you want to live?
Your priorities change as life changes. Your plan needs to change with your priorities. TFA helps you continually refine your plan.
Do you have the resources to live your ideal life?
You will be able to know at any time if you are on track with your plan, even as priorities change. You need someone that can help you monitor, evaluate and adjust your plan as required. TFA has a team of CFP® Professionals at TFA Professionals whose job is to make sure your plan works, which means helping you make the best decisions in the context of that plan. This brings our clients peace of mind.
Are you prepared for life’s surprises?
Death of a spouse, divorce, market crash, new job, inheritance, injury, etc… These are just some of life’s surprises. TFA builds a plan with strategies and instruments to make sure you stay on track.
* The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.*The Barron’s list, organized by state, is based on quantitative and qualitative data provided by more than 4,000 of the nation’s most accomplished advisors. Barron’s analysis uses a complex formula that contains 22 points of ranking, all with various weightings. The calculation considers factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. *AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written. Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public.