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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2006
- Office Locations
- 2
Office Locations
About TPG Financial Advisors, LLC
TPG Financial Advisors is part of The Partners Group, a Pacific Northwest independent firm combining wealth management with employee benefits and personal insurance through its One Partner Advantage approach. The advisory practice provides financial and wealth planning, portfolio construction, and risk management, commonly using ETFs and mutual funds (and some alternatives) with tax-efficient strategies. TPG emphasizes employee ownership and is expanding into Idaho and Arizona.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
Carrie Thelise Maerz
Advisor, Chief Compliance Officer
- CRD
- #6025923
- Ownership
- Less than 5%
JACOB ANDERS SHAFER
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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VIVIANA BIGOLIN
Wealth Planning Practice Lead
- CRD
- #6115662
Nicole M Bryson
Financial Advisor, General Partner
- CRD
- #6928565
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,409,182,407 | $1,424,856 |
| Non-Discretionary | $808,751,190 | $1,251,937 |
| Total | $2,217,933,597 | $1,356,534 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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