West Chester Township, OH Office

TFB Advisors provides financial planning, consulting and discretionary investment management to a mix of individual clients, trusts, estates, charitable organizations and business entities, and also works with pension and profit‑sharing plans. The firm reports approximately $840 million in assets under management and delivers services that range from stand‑alone planning projects to comprehensive wealth management engagements.

The firm tailors portfolios to clients’ risk tolerance and time horizon and typically allocates among mutual funds, ETFs, individual fixed income and equity securities, REITs, options and structured products, often using Independent Managers or model portfolios in client accounts. TFB Advisors conducts ongoing monitoring and periodic reviews, and can advise on or manage held‑away investments such as variable insurance products and employer‑sponsored retirement plan assets.

TFB Advisors is notable for its institutional retirement plan work and its common control relationship with Tax Favored Benefits, Inc., which serves as a licensed insurance agency and third‑party administrator for retirement plans—an arrangement the brochure identifies and discloses as a potential conflict of interest. The firm also discloses that certain supervised persons operate as registered representatives of a broker‑dealer and offer commission‑based brokerage and insurance products in their individual capacities, so clients may encounter both advisory and commission relationships.