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Eric James Voita

TFO Family Office Partners

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About Eric James Voita

Eric Voita is an investment advisor representative with TFO Family Office Partners. Eric has been with TFO Family Office Partners, formerly TFO Phoenix, Inc. since 2011. He holds a Series 65 license, the Uniform Investment Adviser Law Examination, and is registered to provide investment advice in Arizona and Texas. Eric is also a Personal Financial Specialist. Eric specializes in working with individuals, charitable organizations, and high-net-worth individuals. He provides financial planning, pension consulting, educational seminars, and selection of other advisors. Eric also provides portfolio management for businesses and individuals.

Firm Information

Eric Voita is currently registered with TFO Family Office Partners. TFO Family Office Partners is a Phoenix, AZ-based registered investment advisor with over $3.8 billion in regulatory assets under management. They provide a range of services to high-net-worth individuals, charitable organizations, and other clients, including financial planning, pension consulting, portfolio management, selection of other advisors, and educational seminars. They also offer family office services and financial consulting.
TFO Family Office Partners

5060 NORTH 40TH STREET

PHOENIX, AZ 85018

$3.82B

Assets Under Management

7

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services & financial consulting services

Family office services & financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of net worth

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Eric Voita’s Registration & Firm History

AZ

01/24/2020 - Present

TFO Family Office Partners (PHOENIX AZ)

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Licenses & Designations

IA

Issued 05/10/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric James Voita.
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