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.
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?
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.
Wealth Management with a focus on transparency and open communication to provide you with peace of mind and understanding of your investments.
Working with you to determine how to protect your business, retain your key executives and employees, and save and diversify for your own retirement.
Advice and strategies that are tailored to your family's unique financial goals.
Retirement income and tax planning to aid you in transitioning into your golden years.
Build a customized strategy whether you are a first-year teacher or transitioning into retirement and have pension benefits you need help assessing.
Create a financial foundation that aims to care for your key employees and help you plan your exit strategy.
Bring clarity to the important decisions you need to make with OPM regarding retirement, survivorship, and health insurance.
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...
Chief Financial Strategist
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...
Daniel Rooner, CFP®
Executive Vice President
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...
Matt O’Keefe, CFP®
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...
Matt Misiaszek, CFP®, CRPC®
J.C. Farally, RICP®, CRES
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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