Damon Miller Once Again Named a Barron’s Top Advisor by State

We are delighted to let you know that for the second consecutive year, Damon Miller has been named to the Top Advisor Ranking By State list by Barron’s. We love when our people are recognized and we believe it is directly connected to the expertise, hard work, and dedication they show each day in helping our client families connect their wealth and purpose.

We are grateful to have a colleague like Damon on our team. Congrats Damon!


To see the full rankings, click below:


Important Disclosures:

The rankings are based on data provided by around 6,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Neither TFO Phoenix nor its employee pays a fee to Barron’s in exchange for inclusion in the ranking of Barron’s 2022 Top Advisor Rankings by State.

TFO Phoenix, Inc. is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.