So You Can Focus On What Matters Most.

TFG Private Wealth Management is a local, boutique financial planning firm offering big company resources. Our experience in the industry allows us to work with a select group of clients, offering a higher level of service than what you might find elsewhere. With our insight and knowledge, we specialize in customized guidance and strategies for clients like you. Our industrious and seasoned team provides thoughtful, tailored planning for your individual situation.

Our mission is to simplify the financial planning process. We do this through a transparent evaluation that involves proactive interaction and communication.

Situated in Maryland and Virginia, but licensed in states across the country, we can meet both in person and virtually to meet all our clients' needs. 

  Our advisory team brings a powerful combination of experience and advanced credentials to every client relationship. As CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, we’re held to the highest standards in the industry—delivering planning that is rigorous, ethical, and fully aligned with your best interests. With the added expertise of the Retirement Income Certified Professional® (RICP®) and Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) designations, we offer specialized insight into retirement strategies and federal benefits planning. We pair this expertise with an ongoing commitment to continuing education, ensuring our guidance stays sharp, relevant, and strategically focused on helping you move confidently toward your goals.

  At our firm, we leverage industry‑leading technology to make financial planning more seamless, transparent, and convenient for every client. Using eMoney, we create dynamic, real‑time financial plans and give clients an organized digital hub for their entire financial lives. With Asset‑Map, we visually map out your full financial picture so you can see your goals and progress at a glance. AdvicePay allows for secure, modern, and fully compliant online payments, while Holistiplan streamlines tax analysis to help uncover opportunities that support smarter planning. Together, these tools help us deliver advice that is clearer, more collaborative, and tailored to your needs.