Our Mission & Values

TFO Phoenix Named As One Of The “Best Places To Work” For Ninth Consecutive Year
Jacquie Weflen Named a Top 2022 Young Professional by The Family Wealth Alliance!
TFO Phoenix named to Financial Planning’s 2022 RIA Leaders List
TFO Phoenix Once Again Named to Financial Advisor Magazine’s RIA Survey and Rankings List
Damon Miller Once Again Named a Barron’s Top Advisor by State
TFO Phoenix Named As One Of The “Best Places To Work” For Eighth Consecutive Year
Jacquie Weflen Named to Forbes’ List of America’s Top Women Wealth Advisors
Damon Miller Named A Barron’s Top Advisor By State
Scott Horn has been named to Forbes’ Best-in-State Wealth Advisors list for 2021
TFO Phoenix Named a “Best Places to Work” by the Phoenix Business Journal for the Seventh Consecutive Year

5060 North 40th Street,

Ste. 200

Phoenix, AZ 85018

(602) 466-2611