A complete list of active advisors currently associated with True Square Financial LLC

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

True Square Financial LLC works primarily with individual clients while also advising charitable organizations, corporations, and employer-sponsored retirement plans, including pension and profit-sharing arrangements. The firm provides investment management as well as comprehensive and limited financial planning, tax return preparation, and retirement plan consulting and document services. True Square develops individualized investment policies through ongoing client discussions and portfolio supervision, implementing a mix of passive, asset-class-based allocation and selective fundamental analysis to reflect clients’ time horizons, risk tolerance, and objectives. Planning engagements can be ongoing with regular access to a planner or limited to single-topic, one-time reviews, and clients may impose reasonable investment restrictions. Distinctive for a solo independent adviser, the firm handles institutional-style clients and pension consulting in addition to typical individual wealth-management work, and it offers tax preparation and retirement-plan design services that clients might otherwise obtain separately. The firm generally bills via fixed or periodic fees rather than relying on percentage-of-AUM structures and participates in a major custodian’s institutional program, which provides certain support and research benefits.

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