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Our Company

Our Mission

We offer comprehensive personalized service based on experience and uncompromising integrity, to help our clients achieve their financial goals. 

Our mission is to create and maintain wealth for each of our clients through effective long-term asset management. Our relationships are built on a solid foundation of trust and experienced professional advice, responsive communication, and prompt personal service. Before we make investment recommendations, we first need to fully understand your needs and goals. We listen carefully so we can provide you with the personalized information and guidance necessary to make sound financial decisions. Tallahassee Financial Advisors uses a personal investment management approach, utilizing various forms of securities and insurance products to help meet our clients’ financial goals. We assure your comfort with the process by using clear, non-technical communication.

Together, we evaluate and develop a plan for your long-term wealth.

Tallahassee Financial Advisors (TFA) is a comprehensive financial planning firm specializing in total asset management. We assist our clients with their personal and professional financial service needs primarily through Investment Advisory Services. We also assist with Retirement Planning, Estate Planning, Tax Reduction Strategies, Insurance, State of Florida DROP and Deferred Compensation rollover knowledge.