TFC Financial Management, Inc.

Overview

TFC Financial Management, Inc. is an independent registered investment adviser that focuses on wealth management for individuals and families. The firm combines financial planning and discretionary portfolio management with the ability to select outside managers and third‑party strategies, positioning itself as a capital allocator rather than a pure model-portfolio shop. Fee arrangements include percentage of assets under management alongside hourly and fixed-fee engagements, allowing flexibility for both ongoing wealth-management clients and planning-only relationships. TFC tends to build client portfolios with a public-funds core complemented by manager-sourced or third‑party allocations, and it does not identify as an active ESG investor. The firm has been recognized in industry listings over the past several years, appearing in outlets such as FA Magazine, Investor.com, CNBC and Forbes between 2020 and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices