Key facts
- Status: Privately Held (no backing).
Leadership
- Brian PrestiChief Investment Officer & Member of the Investment Committee
- Scott BurgDirector of Investment Research
- ·Watchlist + deal alerts for TFC Financial Management
- ·The full record, as it builds
Funding rounds
No funding rounds for TFC Financial Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About TFC Financial Management
Owner-operated financial advisory and investment management firm providing fee-only financial planning and personal advisory services to individuals, couples, and families. TFC Financial offers asset management services for clients with a minimum of $2 million of liquid investable assets, as well as strategic financial planning and endowment asset management services for non-profit boards. The company operates independently and has a charitable foundation that supports local social programs and promotes financial literacy. Located in Boston, Massachusetts.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 27
- Website
- tfcfinancial.com/
- Ownership
- Privately Held (no backing)
TFC Financial Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in TFC Financial Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on TFC Financial Management in its N-PORT filings yet. We sweep new filings monthly.