TFO Phoenix Named NABCAP 2012 Premier Advisor

TFO Phoenix has been named to the NABCAP Premier Advisor list for 2012 by receiving the Exemplary Advisor Award for excellence in financial planning.


The primary focus of NABCAP is to serve the needs of the investing public by helping identify top wealth managers through a stringent evaluation process in which 20 categories of practice management are carefully assessed.

TFO Phoenix Earns Spot in CNBC's Top 100 Fee-Only Wealth Management Firms

TFO Phoenix was recently recognized in a listing of CNBC’s inaugural top 100 fee-only wealth management firms. TFO Phoenix was the only Arizona-based firm listed and was one of the youngest wealth advisory practices on the list.

This list was developed by the CNBC Digital editorial team and Meridian-IQ using a weighted formula that included the following measures:

  • Assets under management
  • Having staff with professional designations such as a CFP or CFA
  • Working with third-party professionals such as attorneys or CPAs
  • Average account size
  • Growth of assets
  • Years in business
  • Number of advisory clients
  • Finally, in order to be considered for the list, each firm cannot have any complaints, actions or disclosures from the SEC, FINRA, state regulators or state insurance commissioners.

For a look at the complete list on the CNBC website, click the link below.

CNBC Top 100 Fee-Only Wealth Management Firms

TFO Phoenix Named NABCAP 2013 Premier Advisor

For the second consecutive year, we are proud to announce that the 2013 National Association of Board Certified Advisory Practices (NABCAP) results have TFO Phoenix as a Premier Advisor of Arizona. NABCAP’s primary focus is to provide the investing public education and resources that may benefit their financial well-being.

We want to congratulate our team on their great success in achieving this honor for 2013.

Please view NABCAP’s Premier Advisors of Arizona by clicking on the image below.

TFO Phoenix Named NABCAP 2013 National Premier Advisor

We are proud to announce that the 2013 National Association of Board Certified Advisory Practices (NABCAP) has recognized TFO Phoenix as a National Premier Advisor. NABCAP’s comprehensive evaluation scoring system, where 20 categories of practicing management are assessed, have placed TFO Phoenix in the top 5% of practices nationwide. This evaluating process reviews a firm’s Assets Under Management as well as other areas including average client size, top five specialties and designations, average assets per client, client to advisor time spent ratio, and advisor to staff ratio.

We want to congratulate our team for not only being listed as a Premier Advisor of Arizona but now being recognized as a National Premier Advisor.

Please view NABCAP’s National Premier Advisors digital publication by clicking on the image below.

TFO Phoenix, Inc. Third Party Recognition Disclosure: 2013 NABCAP National Premier Advisors Capital Reprints. 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. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. A disclosure of the criteria used in making these rankings is explained in the materials.

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Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.