A complete list of active advisors currently associated with TruePath Financial Planning

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

TruePath Financial Planning provides investment management and financial planning primarily to individual and high-net-worth clients and also offers 401(k) management for businesses. The firm additionally performs seasonal tax-preparation work and makes planning available through subscription and hourly arrangements. The firm follows a long-term asset-allocation approach, constructing diversified portfolios using index funds, ETFs, mutual funds, individual stocks, and bonds, and typically manages accounts on a discretionary basis. Clients may set risk preferences, impose investment restrictions, or request specific securities be included in their portfolios. TruePath maintains an affiliation with Percheron Financial Consulting that includes cross-state referrals and shared client-relationship responsibilities; Percheron may handle some client-facing communication while TruePath retains investment decision-making and shares a portion of fees for referred clients. As a small RIA managing roughly $36.7 million with a handful of advisors, the combination of fee-sharing referral arrangements and in-house tax-preparation activity is a notable operational feature relative to many peers.

To learn more about the advisors currently working at TruePath Financial Planning, 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.