About Tfo-tdc, LLC
TDC Capital Advisors, Inc., now operating as part of TFO Wealth Partners, is a registered investment advisor firm headquartered in Maumee, Ohio, with a significant presence across the United States. Serving over 1,600 families and businesses, TDC Capital Advisors, Inc. specializes in providing comprehensive wealth management, family office services, trust services, and estate and tax planning. As a fee-only investment advisory firm, they are committed to offering transparent, commission-free financial advice, focusing on asset diversification and long-term strategies to keep investment expenses low and quality high. Their expertise allows them to design tax-wise investment strategies to enhance long-term returns and build wealth. With a strong foundation in taxation and a client-centric approach, TFO-TDC, LLC and its affiliated entities help clients achieve their financial goals by building a solid financial foundation designed to last. The firm is dedicated to personalized service, working one-on-one with clients to create customized investment portfolios that align with their unique needs and objectives.
Website: https://www.tdcadvisors.com/
Employees: 67
Office Locations
- Maumee, OH (Headquarters)
- Phoenix, AZ
- Sioux Falls, SD
- College Station, TX
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Team Members
- Ronnie Craig, CPA
- James Larkin, CPA
- A.J. Taylor, CPA
- Kyle Cox, CPA