Dakota
Dakota
Book a Demo
Talk to an Expert

Tanis Financial Group

EST. AUM
$120,806,478

CONTACTS
1

CLIENT ACCOUNTS
802

Firm Details

Metro area New York City
CRD Number 317291
Website tanisfingroup.com
Client types

Overview

Tanis Financial Group (TFG) is a New Jersey-based financial advisory firm founded by Caroline Tanis, CDFA®, MBA. The firm specializes in comprehensive, goal-based financial planning tailored to the unique needs of high-achieving women and their families. TFG offers a holistic approach to wealth management, encompassing investment strategy, retirement planning, estate planning, insurance, and education funding. With a commitment to empowering clients, TFG provides personalized financial plans that align with clients' values and life goals, ensuring ongoing support and adjustments as life evolves.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy