TLP Financial Services, Inc.

Overview

TLP Financial Services, Inc. is an independent RIA serving individual and family clients with a focus on discretionary portfolio management and financial planning. The firm operates as a capital allocator: it builds core equity exposures while also selecting outside managers and third‑party strategies when appropriate. Fee arrangements are flexible — percentage of AUM, hourly and fixed‑fee engagements are used depending on client needs and the scope of advice. Investment activity centers on exchange‑traded equities as the primary building block for client portfolios, supplemented by mutual funds and allocations to hedge funds when those strategies fit a client’s objectives. The firm does not present itself as an active ESG investor and is not set up as a multi‑state adviser, which suggests a more regionally concentrated client base and compliance footprint. Services emphasize tailored management for individuals and small businesses, and the firm will bring in outside advisers or managers as part of its offering.

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Public Holdings

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Location & Offices