A complete list of active advisors currently associated with TFS Advisors, LLC

Warmer can help you find a great advisor at TFS Advisors, LLC or one who fits your needs even better.

TFS Advisors, LLC serves individuals, high-net-worth clients, charitable organizations and businesses, offering investment management, financial planning, selection of third‑party advisers, and tax preparation services performed by personnel qualified as Enrolled Agents. The firm generally implements portfolios through diversified, risk‑based allocations to no‑load mutual funds and ETFs, individual stocks and bonds, U.S. government securities, money market funds, and REITs. TFS uses fundamental analysis and a long‑term, risk‑based approach, monitors accounts on an ongoing basis with formal reviews typically on a quarterly cadence, and permits clients to impose reasonable investment restrictions. The firm historically operated on a non‑discretionary basis and recently began offering discretionary authority for some accounts, yet continues to manage a notable portion of client assets non‑discretionarily — a mix that is uncommon among supported peers. A few features that differentiate the firm are its in‑house tax preparation offering through Enrolled Agents and its practice of recommending or retaining a named third‑party adviser (Focus Partners Advisor Solutions) and covering that adviser’s fees on clients’ behalf. The brochure also discloses that principals are licensed insurance agents who may earn commissions on insurance sales (clients are not required to purchase through them), and that the firm markets the Flourish Cash banking platform to clients.

To learn more about the advisors currently working at TFS Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.