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, LLC provides wealth management and financial planning to individual and high‑net‑worth clients through both ongoing and project‑based engagements, and offers discretionary portfolio management tailored to each client. The firm operates on a fee‑only basis and charges asset‑based advisory fees while advising across common investment vehicles such as stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, diversification and the use of passive mutual funds and ETFs to implement long‑term portfolios aligned with client risk tolerance. Financial planning is integrated with investment management and typically covers retirement projections, tax and estate planning, insurance, cash‑flow and business planning, with accounts reviewed on a quarterly basis. Noteworthy operational features include the firm’s very small, solo‑advisor scale (about two dozen clients and roughly $16.9 million in AUM) and its requirement that clients custody assets on a single institutional platform, which the firm uses for digital account opening and integrated tools. The firm also structures planning as a packaged upfront comprehensive plan followed by ongoing monthly planning or project engagements, and the principal maintains a part‑time outside role in mortgage consulting—choices that distinguish its service and operational model from many peers.

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	5

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