A complete list of active advisors currently associated with SpringTru, LLC

Warmer can help you find a great advisor at SpringTru, LLC or one who fits your needs even better.

The firm provides personalized financial planning and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Services include written financial plans, discretionary portfolio management, trust-administration assistance, and guidance for held-away retirement and HSA accounts. Investment advice is tailored to each client through information-gathering consultations that guide asset-allocation decisions and ongoing discretionary management; accounts are monitored continuously with formal reviews at least annually. The firm employs both fundamental and technical analysis, may recommend sub‑advisers for portions of portfolios, and uses an order‑management platform to implement tax‑efficient asset location and opportunistic rebalancing in held‑away accounts. What is distinctive is the firm’s principal-level legal background in corporate and securities matters and involvement in related coaching and legal activities, along with associated insurance-licensing disclosures — an affiliation with legal and insurance services that is uncommon among peers. The firm also serves institutional clients such as corporations and charitable organizations in addition to individual clients, a practice that is relatively rare for independent advisers of this size.

To learn more about the advisors currently working at SpringTru, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ginny Neal	Palm Beach Gardens, FL	15

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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