A complete list of active advisors currently associated with True Wealth Retirement Partners, LLC

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

True Wealth Retirement Partners is a fee-only, independent registered investment adviser that provides wealth management and financial planning services to individuals, including high-net-worth clients. The firm offers discretionary portfolio management alongside both ongoing and project-based financial planning engagements. The firm’s investment approach is grounded in modern portfolio theory and emphasizes diversified asset allocation implemented primarily with mutual funds and ETFs, with an orientation toward passive investment management. It manages accounts on a discretionary basis, permits written client-imposed restrictions, and operates through an institutional relationship with a single recommended custodian, requiring clients to establish accounts on that platform. Compared with many peers, the firm is a recently formed, single-advisor practice that manages roughly $17 million for about two dozen clients, resulting in a relatively high AUM-per-client concentration and a structured ongoing planning service in addition to one-time projects. The principal holds CFP® and Certiﬁed Kingdom Advisor® credentials, discloses an outside mortgage-related business activity, does not vote client proxies, and does not aggregate block trades or participate in wrap fee programs, practices that may differ from other independent advisers.

To learn more about the advisors currently working at True Wealth Retirement Partners, 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
Jordan Leaman	Wyoming, MI	4

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