TFC Financial Recognized as Top Investment Advisor
Clients' Interests Come First at Fee-Only Wealth Management Firm
BOSTON, July 27, 2016 /PRNewswire/ -- TFC Financial, a Boston-based Registered Investment Advisor, has been named to Financial Advisor magazine's 2016 Top RIA Rankings. Co-founded in 1980 by Chairman and CEO Jim Joslin, CFP®, TFC is an independent, fee-only financial advisory and investment management firm that serves individuals, couples and families, as well as offers strategic financial planning and endowment asset management services for non-profit boards.
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The ranking is based on assets under management and comprises more than 600 firms. To be eligible, firms must be registered investment advisors and provide financial planning services to individual clients.
"As a truly independent firm owned by its principal employees, we always act in our clients' best interest, recommending strategies that we believe will help most effectively to meet their long-term financial goals," said President Renée Kwok, CFP®. "We believe that is why we have experienced such low turnover and why our growth has always come from referrals."
With increased regulation in the industry, in particular the recent Department of Labor's focus on ensuring that retirement plan participants receive advice that is consistent with a fiduciary standard, TFC stands out as a firm that has adhered to this approach since its inception.
"When I joined TFC in 1991, I had been specifically looking for a wealth management and financial planning firm that had no conflicts of interest when serving clients," said Kwok. "I did a lot of research when I chose to make a career move, and it was TFC's client service philosophy that caused me to seek them out."
ABOUT TFC FINANCIAL
Founded in 1980, TFC Financial is a fee-only Registered Investment Advisor offering comprehensive financial planning and investment management to a select clientele. Owned by its principal employees, the Boston-based firm serves individuals, couples and families, as well as non-profit boards. For more information, visit www.tfcfinancial.com.
Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience. Historical performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss of income and/or principal to the investor.
Contact:
Leslie Swid
Impact Communications
913-649-5009
Email
SOURCE TFC Financial
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