TFO Phoenix Named a 2016 “Best Places to Work” by the Phoenix Business Journal for the Third Consecutive Year

TFO Phoenix is excited to announce that we have been recognized as one of the “Best Places to Work” by the Phoenix Business Journal for the third consecutive year! TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to the list.

We are honored to be recognized once again for our commitment to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

Scott Horn Earns Top 5 Arizona Advisor Ranking from Barron's Magazine for Second Straight Year

For the second consecutive year, TFO Phoenix’s President Scott Horn was named among the top 5 advisors in Arizona by Barron’s Magazine. Scott is once again the highest ranked advisor in Arizona employed by an Independent Registered Investment Advisor. Barron’s listing of top financial advisors by state appeared in the March 5, 2016 issue.

The full article and list of Arizona advisors can be viewed by clicking on the links provided below:

Barron’s Top Advisors – Arizona

Barron’s Top 1,200 Financial Advisors

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

TFO Phoenix Awarded Spot on 2015 "Best Places to Work" List by Phoenix Business Journal

TFO Phoenix was recently recognized for the second consecutive year by the Phoenix Business Journal as one of the “Best Places to Work” in 2015. TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to the list.

We continuously strive to foster an intellectually stimulating, rewarding and, most importantly, fun environment for our employees. We are honored to be recognized for our positive work environment and are committed to retaining it. We strongly believe that by nurturing dedicated and enthusiastic employees, they will give their best efforts every day to help our clients and exceed their expectations.

2015 Best Places to Work List

Scott Horn of TFO Phoenix Earns #2 Ranking in Arizona By Barron’s Magazine

Scott Horn, TFO Phoenix’s President, was ranked as the #2 Financial Advisor in Arizona by Barron’s Magazine. In addition, Scott was the highest-ranked advisor in Arizona employed by an independent Registered Investment Advisor. Barron’s listing of top financial advisors by state appeared in the February 21, 2015 issue.

The full article and list of Arizona advisors can be viewed by clicking on the links provided below:

Barron’s Top Advisors – Arizona

Barron’s Top 1,200 Financial Advisors

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

TFO Phoenix Awarded Spot on “Best Places To Work” List by Phoenix Business Journal

TFO Phoenix was recently recognized by the Phoenix Business Journal as one of the “Best Places To Work” in 2014. TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to this list.

We continuously strive to foster an intellectually stimulating, rewarding and, most importantly, fun environment for our employees. We are honored to be recognized for our positive work environment and are committed to retaining it. We believe happy employees make for happy clients.

Click below to read the entire article and related lists.

2014 Best Places to Work

2013 Phoenix Five Star Wealth Managers Award – Scott Horn

As the largest and most widely published wealth manager award program in North America, the Five Star Wealth Managers Award program evaluates against 10 eligibility and evaluation criteria to determine the candidates in more than 40 major markets. Scott Horn, President of TFO Phoenix, was recently selected to receive the Five Star Wealth Managers Award. No more than 7 percent of wealth managers receive the award each year.

Congratulations Scott on this recognition!

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. A disclosure of the criteria used in making these rankings can be found at http://www.fivestarprofessional.com/awards/2012_wealth_managers_research_overview.php