About Us
Who We Are
TC Financial Management, founded in 1995, is a New Jersey Registered Investment Advisor. With a focus on individualized investment portfolios, we align our clients’ objectives and risk tolerance with suitable investment vehicles, prioritizing long-term financial success.
TC Financial was established by Thomas FX Cakert and Douglas B Cakert, both Certified Financial Planners, who sought to create a client-focused investment advisory firm free from commission-based products.
Our Principles and Core Values
Integrity
Ensuring our valued clients receive trustworthy advice while mitigating conflicts of interest.
Client-Centric Approach
Our clients are our top priority. We tailor our strategies to meet their unique needs and long-term objectives.
Dedication
Our team is dedicated continually enhancing our skills to provide exceptional service.