We’d like to meet you!

Let’s schedule a 15-minute call so that we can get to know each other better. It will give both of us an opportunity to make sure we are a good fit for each other and determine how we can best meet your planning needs.

Get in touch

To schedule a free consultation, click on the below link and select a time and date that suits your schedule.

Schedule a Call


Questions about TPC? We have compiled a list of FAQs:

Am I a good fit as a client?

TPC works with a wide range of clients and families throughout the United States. Most of our clients have a household income of over $250k per year and/or a net worth of $1 million or more.

Do you prepare taxes?

Yes, our tax team and their services are often included within a client’s planning agreement (typically one Federal return and two state returns). TPC’s tax team also offers additional services such as corporate tax returns, trust tax returns, and tax returns for children or other family members for an additional fee.

Why is being ‘fee-only’ important?

TPC is a fee-only firm, meaning that we only get paid by our clients. We receive no compensation for recommending one investment over another, one attorney over another, or one type of insurance over another. We make recommendations because we believe they are in your best interest.

Is your goal to grow clients?

At TPC, our emphasis is on providing every client with excellent quality and client service. As a result, we take on a limited number of new clients annually.

What does a typical year look like for a client?

Every TPC planner meets with their clients 2-4 times a year based on their client’s preferences and needs. We are also in communications throughout the year by email or phone on a range of topics that are specific to each client, INCLUDING tax planning and preparation if applicable for that client.

232 Years


We learn and teach continuously

Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent


We work directly for our clients and put client’s interests first



We hold ourselves accountable for pursuing the highest standards

10+ Years
Avg. Client


We build powerful relationships by working towards common goals

100 Percent


We listen and keep an open mind

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