A complete list of active advisors currently associated with TrueFocus Financial Partners

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

TrueFocus Financial Partners serves individual and high‑net‑worth clients with wealth management that combines investment management and ongoing financial planning. The firm operates on a fee‑only, asset‑based model and also offers project‑based financial planning for clients who do not retain investment management. The firm’s investment approach is grounded in Modern Portfolio Theory and uses a mix of passive and active funds, manager and fund-level analysis, and the ability to incorporate socially responsible (ESG) options when requested. TrueFocus accepts discretionary authority for managed accounts, reviews held‑away accounts, and requires clients to custody assets with a designated institutional custodian; it executes trades on an individual account basis rather than through aggregated block trades. Notable operational features include a small, two‑advisor team serving a compact client base, relatively high account and advisory fee minimums, and an explicit allocation of fees between investment management and planning. Principals hold CFP® and additional professional credentials (including tax and insurance credentials), the firm is strictly fee‑only and does not accept commissions, and it does not vote client proxies — governance and service choices that distinguish it from many supported peers.

To learn more about the advisors currently working at TrueFocus Financial Partners, 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.