In TFC's client-centered model, you're the CEO. As your CFO, we work hard to help you fulfill your objectives and address your needs, and you have the final say over all major financial decisions. Our task is to devise your strategic plan, provide the rationale for that plan, and help instill the confidence to act.
Click to enlarge diagram
About the Firm
TFC: Your Independent Registered Investment Advisor
TFC Financial Management operates as a wholly independent, fee-only, financial advisor. Our revenues are derived solely from the fees we charge for the services we provide - not by commissions earned from selling financial products or by sharing revenue with other advisors or fund companies. When individuals and non-profit entities look for an experienced independent advisor in New England, they turn to TFC Financial Management:
- Boston financial management firm founded in 1980
- Independent Registered Investment Advisor
- Assets under management: $500+ million
- Fee-based services only
- Extremely low client turnover
A disciplined, objective approach
As an independent registered investment advisor, TFC Financial Management is committed to helping our clients make informed investment decisions. We offer expertise and advice, while respecting the need for discretion and confidentiality. Our clients enjoy attentive service and a disciplined, objective approach to asset management. We follow a strict Code of Ethics and Professional Responsibility based on our guiding principles:
- Integrity
- Objectivity
- Competence
- Fairness
- Confidentiality
- Professionalism
- Diligence
Wealth Management Services
- Financial Planning and personal financial advisory services for individuals with a net worth of between $5 million and $20 million
- Asset Management services for individuals with a minimum of $2 million of liquid investable assets
- Specialized planning for individuals in the academic community
- Strategic financial planning and endowment asset management services for boards of non-profit entities