TCI Blog
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Two Advisors Join TCI Wealth Advisors
Shawn Best, CFP® and Scott Bennett, CFP® have joined TCI Wealth Advisors. Best and Bennett are joining TCI as Advisors and will be based out of TCI’s Tucson office. “We welcome their wisdom and passion for helping clients balan...
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Lily Styrmoe, CFP®, CSRIC™ writes op-ed for Financial Planning
TCI Advisor Lily Styrmoe, CFP®, CSRIC™ wrote an op-ed for Financial Planning outlining why she thinks Separately Managed Accounts can be a good fit for clients who want to use their portfolios to try and accomplish specific sustainability goals....
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TCI Wealth Advisors named as 2021 Top-Ranked Financial Advisor in Phoenix & Scottsdale
AdvisoryHQ names TCI Wealth Advisors on its 2021 ranking of the 12 Best Financial Advisors in Phoenix & Scottsdale, AZ. This marks the second consecutive year that TCI received this award. “Clients can be sure that the advice they are receiving is the best possible advice for them bas...
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Expertise.com names TCI 2021 Best Financial Advisors in Tucson
TCI Wealth Advisors has been recognized by Expertise.com as one of the Best Financial Advisors in Tucson, Arizona for 2021. Through their stringent research process, they strive to identify the businesses that stand out among the crowd and connect them with customers. Rankings and/or recognition by...
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Bob Swift quoted by CNBC
A recent CNBC article about crucial money advice college graduates should receive featured TCI’s Bob Swift. Bob, founder of TCI and 3rd Decade, a nonprofit dedicated to providing financial education and conflict-free mentoring to young adults, mentioned how important long-term investing is to ...
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Lily Styrmoe, CFP®, CSRIC™ named 2021 Rising Star by Financial Planning
TCI Advisor Lily Styrmoe, CFP®, CSRIC™ was named a Rising Star by industry news leader Financial Planning. Lily’s recognition came, in part, for her significant contributions to TCI’s sustainable investing portfolio....