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TDC Investment Advisory Once Again Named to Financial Advisor Magazine's RIA Survey and Rankings List
TDC Investment Advisory has once again been named to Financial Advisor Magazine’s RIA Survey and Rankings List for 2022.
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Joshua Rochon Joins the TDC Investment Advisory Team
Today, we are thrilled to welcome Joshua Rochon to the TDC Investment Advisory team, who is joining us as a Family Wealth Strategist. Josh, who also served our country in the Air Force, brings over 16 years of experience in the wealth management industry to our firm. Most recently, Josh has been the Managing Member of his own Registered Investment Advisory firm, JDR Financial, providing comprehensive financial planning, investment management, and risk management strategies for high net worth families and individuals. Josh's experience and passion for helping families are a great addition to our team. Welcome, Josh!
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Brady Fineske Named Emerging Philanthropist of the Year!
We are thrilled to announce TDC Investment Advisory President, Brady Fineske, has been named the Emerging Philanthropist of the Year by the Promedica Foundation.
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TDC Investment Advisory Vice President Jim Herrick Named to the 20U40 List
We are thrilled to announce that TDC Investment Advisory Vice President Jim Herrick has been named to the 20U40 list, a leadership recognition program highlighting Northwest Ohio and Southeast Michigan’s dynamic leaders under the age of 40.
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TDC Investment Advisory was Recently Named to Financial Advisor Magazine's 2021 RIA Survey and Ranking List
We are excited to announce that TDC Investment Advisory was recently named to Financial Advisor Magazine’s RIA Survey and Ranking 2021 list. TDC ranked #154 of the 607 firms named, and ranked 11th in the state of Ohio. Exciting recognition for our amazing team!
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Three Things to Consider When Choosing a Trustee

Because of the important role a trustee serves, Cleves Delp was recently published on Forbes.com discussing three things every family should consider when selecting their trustee. Take a few minutes to read these important insights for you and your family.

One thing we take pride in at TDC is actively listening to the common concerns of our clients and using that information to create needed solutions. One such common fear we've heard is finding the right trustee or co-trustee to administer their estate plan. In direct response to these concerns, we established PandoTree Trust Company of South Dakota to help solve our client families' challenges by leveraging some of the country's most favorable state tax and trust laws.

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Congrats Brady & Jim

February 4, 2021
Congrats Brady & Jim
TDC Investment Advisory is pleased to announce the appointment of two new partners to our firm – Brady Fineske, President, and Jim Herrick, Vice President. After almost ten years with the firm, Brady and Jim have distinguished themselves as great leaders who are fully committed to the mission of helping families be families – stronger, closer, and wiser. Their dedication and expertise are examples of what we feel makes TDC great. As we say, Our Corporate Soul is Our People. Please join us in congratulating Brady and Jim as we move into a new era.
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The CARES Act: What Individuals and Families Should Know

By all accounts, the United States economy is facing an unprecedented intentional slowdown of economic activity. This slowdown, however, is being met with an equally unprecedented monetary and fiscal stimulus in terms of both its scope and speed. Late last Friday, President Donald Trump signed into law the latest relief effort with the “Coronavirus Aid, Relief, and Economic Securities Act” or the CARES Act. The goal of the CARES Act is to provide relief for individuals and businesses impacted by the outbreak. So, what does the CARES Act mean to you and your family? We’ve broken it down for you.

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The SECURE Act Highlights

February 11, 2020
The SECURE Act Highlights

On December 20th, President Trump signed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which is being described as one of the most sweeping retirement security legislation to move through Congress in decades.

Now that the dust has settled, we are providing this informational piece to help you understand what it may mean for your retirement (keep in mind the majority of these provisions have gone into effect as of January 1st).

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Merry Christmas & Happy Holidays from TDC

10,000 lights on our Christmas Tree… but we have a one in a million team! Merry Christmas and Happy Holidays from your friends at TDC.

(click below to watch video)

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TDC Investment Advisory President - 20 Under 40

The program recognizes individuals who have distinguished themselves in their careers and/or in the community. In addition to his duties as TDC Investment Advisory President, Brady also started Catching Up With Jack, a charity 2k walk/5k run to raise funds for pediatric cancer research and help local families.

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TDC Compliance - Security Tips - "Safe" Email Attachments

You should already be aware that you should not open email attachments with an extension such as ".exe", but did you know that even PDFs or Word Documents can be rendered unsafe to open?

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2018 Tax Reference Sheet Now Available

Our 2018 tax reference sheet is now available. This quick guide offers information you'll need to know for the upcoming year.

View Our 2018 Tax Reference Sheet

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TDC Invests $11M in Facility Expansion

Merger and new business entities part of growth strategy

TDC Companies, a Maumee-based group of multi-dimensional risk and wealth management firms, is implementing a strategic growth plan that is positioning the firm for its future. The business has grown from 30 employees in 2010 to over 100 employees today. But new business entities and growth of existing business segments will bring important changes to the company and its Maumee operations...

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Chris Winters 10 Year TDCAversary

We congratulate Chris Winters on 10 years leading our Retirement Plan Services business! Chris joined our team in 2007, and has helped build an amazing part of our business helping over 100 businesses, and tens of thousands of employees and family members reach their retirement goals. Thank you Chris for everything you do!

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What Can You Learn From Chick-fil-A’s Customer Service Model? A lot!

As part of our firm-wide goal to continuously improve our client’s investment experience, we brought in Justin Amburgey, owner of the Holland Chick-fil-A restaurant to learn about their process for creating raving fans of their people and product. Phenomenal learning experience, thanks Justin!

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TDC Team Gives Thanks

November 23, 2016
TDC Team Gives Thanks

Throughout the month of November, TDC team members have been using these white boards located outside of their work stations to remind themselves and show their fellow colleagues all the people and things for which they are thankful.

It's a simple exercise each team member has gone through each day this month, but it has allowed everyone to spend a few minutes each day reflecting on what is most important in...

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TDC Celebrates National Family Week

This week, November 20-26 is National Family Week and TDC is participating by focusing on the families outside of the TDC family that can be positively impacted as well the TDC employee families in advance of the Thanksgiving Holiday on Thursday.

Last week, TDC kicked off the Family Week celebration early by collecting food and non-food items for the Cherry Street Mission Ministries, an organization dedicated to serve all of...

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TDC Investment Advisory a Stop on the US Advisors Tour

Wealth management firms from Australia and New Zealand flew half-way around the world to visit TDC Investment Advisory as part of the US Advisor Tour sponsored by Dimensional Fund Advisors (DFA). The tour, now in its seventh year, helps connect firms embracing Dimensional’s evidence-based investment philosophy on a global level, so they may gain insights on best practices and strategies for growth from some independent registered investment advisory firms throughout...

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Introducing Our New Logo & Website

At TDC Investment Advisory, we take tremendous pride in the work we do and wholeheartedly believe we are charged with a very important task - to help families be families - stronger, closer, and wiser.We take this role very seriously, which is why it serves as the backbone of our new logo and website, both of which we are thrilled to introduce to you today. What's most important is not what...

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