TPBC’s guiding principles are at the heart of our relationship with advisors and their clients.

TPBC’s guiding principles are at the heart of our relationship with advisors and their clients.

Client Centric

Client centricity appears as a basic standard across industries, but at TPBC, we take it to another level. This principle is ingrained in all that we do, starting from initial meetings with advisors and their clients, to where we learn what the client wants in life, and what they want to do with what they worked so hard to have.

A couple laughing and smiling surrounded by boxes inside a house and a little girl sitting in a cardboard box smiling with her hands in the air.
A hand holding a clear glass sphere that focuses an image of a tree.


From initial contact, through plan implementation and after, TPBC maintains an “open book” policy. Operating under this principle means we function under the highest code of integrity and with utmost transparency.

Corporate and Community Citizenship

This principle enriches our workplace and emphasizes the value of putting others before ourselves. From the origins of this company, it has played roles in bettering lives and the workings of local, national, and global non-profit organizations within our industry and the community around us – whether ethnic, economic, or generationally diverse groups living in our geographic locale and in the areas we serve. We view it as our steadfast responsibility for our Ohana to be change agents.

A stack of varied colored hands and arms gathered together in the center.
Two women looking at a laptop in a casual work setting.


TPBC values collaboration and this is outlined in its non-competitive posturing. TPBC values the unique talent and perspectives of other professionals and works cooperatively to find the best financial alternatives. Instead of competing with others in the industry, TPBC seeks to collaborate to do so.