Our Clients

  • Our clients are individuals and families who lead busy lives and who don’t have the time or the expertise to do their own financial planning. They seek the help of an adviser they trust.
  • Our clients desire a proactive, on-going, hands-on relationship with their financial advisor, rather than a relationship that is reactive, occasional or hands-off.
  • Our clients value a comprehensive, holistic, integrated approach to financial planning.
  • Our clients recognize that big goals can be achieved by making small changes consistently over time.
  • Our clients value having an open, honest relationship with their financial planner.
  • Our clients include young, mid and late career professionals, employees, executives, and small-business owners.
  • Many work for the federal, state or local government and for cause or issue-oriented non-profits.
  • Some have international backgrounds.
  • All have worked hard to accumulate what they have and to achieve success.
  • TFP also has expertise in working with non-traditional couples.