TFS Advisors, LLC

TFS Advisors, LLC is a Financial Planner in Edmonds, WA, located at 100 2nd Ave S #300. The firm provides comprehensive financial planning and retirement coaching to individuals, families, business owners, and institutions. Services include investment management, risk assessment, cash flow analysis, income planning, investment analysis and wealth management, goal development, legacy planning, retirement planning and coaching, education planning, and proactive tax strategy. The team serves clients from mid-career through retirement, helping them visualize their ideal future and navigate life transitions with confidence.

Founder and CEO Dale Terwedo has been in practice since 1983, guiding the firm’s growth over four decades. Partner and Financial Advisor Aaron Terwedo entered the US Army at 19 and served for eight years. The firm emphasizes a collaborative partnership, focusing on building long-lasting, trust-based relationships. They offer specialized support for families with special needs, addressing the gap between school services and adult care systems, including the transition from IDEA-supported education to adult services.

The firm’s approach extends beyond numbers to empower clients to live the life they dream of. They help clients clarify goals and create financial strategies that support meaningful legacies. The team works to ensure clients have the education and support needed to feel confident about their financial futures. TFS Advisors, LLC serves clients across the country, with its primary office in Edmonds.

The office sits on 2nd Ave S, just steps from Main Street and within a tenth of a mile of the Edmonds Post Office and Richard F. Anway Park.

BizScoreAI awarded the firm a technical score of 96 out of 100, ensuring the website is secure and easily read by search engines. The discoverability score of 75 out of 100 confirms that AI crawlers can access every page, allowing potential clients to find the business. The firm ranks number 2 of 7 Financial Planner businesses that BizScoreAI has scored in Edmonds.