A complete list of active advisors currently associated with True Root Financial

Warmer can help you find a great advisor at True Root Financial or one who fits your needs even better.

True Root Financial LLC provides fee-based investment advisory and financial planning services primarily to individual and high‑net‑worth clients and also extends services to charitable organizations, trusts, and other entity types. The firm manages client custodial accounts, offers tax‑optimized managed account solutions, and delivers online educational courses and workshops through third‑party web domains. The firm customizes portfolio construction and ongoing supervision to each client’s objectives, employing both discretionary and non‑discretionary engagement, regular rebalancing, and a mix of behavioral, fundamental, technical, charting, and cyclical analysis. It also uses model marketplace access and third‑party sub‑advisors to implement tax‑aware solutions — including quantitative long/short strategies and tax‑loss harvesting — when appropriate. Compared with peers, True Root’s active work with charitable organization clients and its provision of online seminars and workshops are relatively uncommon for independent advisors of its size. Its combination of model marketplace participation, tax‑optimized sub‑advisor strategies, and the capability to manage held‑away retirement plan accounts via a third‑party platform is notable within a small firm managing roughly $40 million for about three dozen clients.

To learn more about the advisors currently working at True Root Financial, 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.