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<strong>Simplifying the Financial Planning Process.</strong><br/><br/>

Simplifying the Financial Planning Process.

So You Can Focus On What Matters Most.

Welcome to TFG Private Wealth Management

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. Check out our software and technology stack that we use to deliver advice to our clients.

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What We Do

Retirement Planning

How much do you need in retirement to maintain your current lifestyle? What accounts should you fund in order to reduce taxes in retirement and meet your goals?

Financial Planning

Understanding the role of financial planning in meeting your short, intermediate, and long-term financial goals, you'll be better equipped to control your financial future.

Asset Management

Wealth Management with a focus on transparency and open communication to provide you with peace of mind and understanding of your investments.

Business Planning

Working with you to determine how to protect your business, retain your key executives and employees, and save and diversify for your own retirement.

Who We Serve

Families

Families

Advice and strategies that are tailored to your family's unique financial goals.

Retirees

Retirees

Retirement income and tax planning to aid you in transitioning into your golden years.

Educators

Educators

Build a customized strategy whether you are a first-year teacher or transitioning into retirement and have pension benefits you need help assessing.

Business Owners

Business Owners

Create a financial foundation that aims to care for your key employees and help you plan your exit strategy.

Federal Employees

Federal Employees

Bring clarity to the important decisions you need to make with OPM regarding retirement, survivorship, and health insurance.

Our Team

Jeffrey Tindall

President

703-705-0366

Jeff@TFGroupPWM.com

As the President of TFG Private Wealth Management, I am committed to creating and managing sound financial strategies for my clients. This includes comprehensive financial planning, business planning, retirement...

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Omar Jennings

Chief Financial Strategist

443-832-1903

Omar@TFGroupPWM.com

I am the Chief Financial Strategist at TFG Private Wealth Management. I work with individuals and families to help them define their financial goals and provide strategies, products, and services to help them work toward their...

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Daniel Rooner, CFP®

Executive Vice President

410-309-3635

Daniel.Rooner@TFGroupPWM.com

As a CERTIFIED FINANCIAL PLANNER™ professional I have been helping individuals and businesses build toward a more secure financial future since 2008. My goal is to build long-term relationships with my clients as I help them...

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Matt O’Keefe, CFP®

Executive Vice President

301-801-6092

matthew.okeefe@TFGroupPWM.com

I am a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience as a financial advisor. As a Certified Financial Planner™ professional I maintain a fiduciary commitment to my clients. I work with families to...

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Matt Misiaszek, CFP®, CRPC®

Executive Vice President

410-707-5577

Matthew.Misiaszek@TFGroupPWM.com

As a CERTIFIED FINANCIAL PLANNER™ professional and Executive Vice President for TFG Private Wealth Management, I focus my practice primarily working with public education employees, federal employees, municipal workers, and their...
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J.C. Farally, RICP®, CRES

Executive Vice President

410-309-3660

james.farally@TFGroupPWM.com

As a Retirement Income Certified Planner™ professional, I have been helping individuals and families achieve their goals of securing a strong financial future since 2001. My goal is to build long-term relationships with my...

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