Our Mission & Values

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
Chris Hess Named a Top 2020 Young Professional by The Family Wealth Alliance!
Financial Adviser Magazine Names TFO Phoenix to its RIA Survey & Ranking 2020 List
For second straight year, TFO earns spot on the 2020 RIA Channel Top 100 Wealth Managers List
TFO Phoenix Once Again Named to the Financial Times 300 Top Registered Investment Advisers
Scott Horn Once Again Named a Top 5 Arizona Advisor by Barron’s Magazine
TFO Phoenix Named to 2019 Top 100 Wealth Managers by RIA Channel

5060 North 40th Street,

Ste. 200

Phoenix, AZ 85018

(602) 466-2611