TFS Advisors, LLC

TFS Advisors, LLC is a financial planner in Edmonds, Washington, serving individuals and families across the country with comprehensive financial planning and retirement coaching. The firm specializes in retirement planning and coaching, investment management, legacy planning, education planning, and proactive tax strategy, with dedicated services for families with special needs and business owners. Clients are guided through life transitions, from mid-career to retirement, with a focus on creating personalized financial strategies that align with their long-term goals. The firm emphasizes building trust-based, collaborative relationships and is known for helping clients envision and achieve their ideal future. With a strong reputation reflected in its positive client reviews, TFS Advisors is recognized for its thoughtful, client-centered approach.

The firm’s approach centers on empowering clients to live the life they dream of, not just manage money. Founding partner Dale Terwedo has been practicing since 1983 and brings decades of experience, including volunteer work with AngelFlight West, where he applies precision and care to critical missions, qualities he also applies to financial advising. His son, Aaron Terwedo, a former U.S. Army veteran, joined the firm as a partner, bringing discipline and service-oriented values to the team. The firm’s services are tailored to each client’s unique situation, with a process that includes risk assessment, cash flow analysis, income planning, and goal development, ensuring no detail is overlooked.

TFS Advisors, LLC is located at 100 2nd Ave S, Suite 300 in Edmonds, Washington. The office sits just a short walk from Main Street and Sunset Avenue South, with Richard F. Anway Park, the Edmonds Post Office, and the public artworks Emergence and Ananda located within a quarter-mile radius.

The firm is known for its deep commitment to clients, particularly in complex areas like retirement transition and financial planning for families with special needs. Its emphasis on long-term partnerships, personalized strategies, and holistic planning has established a trusted presence in the Edmonds community. As a local leader in comprehensive financial planning, TFS Advisors helps residents build secure, meaningful futures.