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About TFB Wealth Management

 

Mission Statement

We are experienced specialists in ­Investment Management, Retirement and ­Financial Planning, as well as Trust and Estate Administration.

“Wealth Management” defines our goal of delivering products and services that offer valuable ­resources to everyone with a desire to build ­financial security.

We assist individuals, businesses and non profit ­organizations primarily located in Fauquier, Prince William and surrounding counties to realize their ­financial objectives using a disciplined team ­approach.

TFB Wealth Management has proudly served our community for over 100 years. We are locally managed, accessible and committed to helping you reach your goals.

Wealth Management Page

Our History

TFB Wealth Management, located at The Fauquier Bank, began in 1919 servicing the needs of our local communities.  Today, TFB Wealth Management has grown into a diversified financial services entity comprised of three separate and distinct entities.

TFB Trust Services serves our clients in Financial Planning, Investment Management, Trust Administration and Estate Settlement. We have the history, resources, and a team with years of wealth management experience to help you plan for financial success.

Private Banking offers a customized line of banking services for high net worth clients.  To accommodate and service this segment of our communities, clients are assigned a Relationship Manager for more personally rendered services.  These services include deposit accounts, loans, Securities-Based Lines of Credit and more.

TFB Investment Services offers access to products and services through LPL Financial. Through our Financial Consultants we offer advisory and brokerage accounts, retirement plans, fixed income strategies, college savings plans, stocks, bonds, mutual funds, annuities and insurance products.

BrokerCheck

 

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Fauquier Bank and TFB Wealth Management are not registered broker-dealers or investment advisor. Registered representatives of LPL offer products and services using TFB Wealth Management, and may also be employees of The Fauquier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Fauquier Bank or TFB Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Wealth Management Disclaimer

 

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