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

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

TrueStar Financial Partners LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and corporations or business entities, offering investment planning, retirement planning, tax planning (including Roth conversion analysis and tax‑loss harvesting), and other tax‑aware strategies. The firm prepares an Investment Policy Statement for each client, may accept discretionary trading authority, and states there is no account minimum for its services. The firm’s investment approach is grounded in Modern Portfolio Theory and a long‑term trading horizon, with client risk tolerances documented in the IPS and accounts reviewed at least quarterly. TrueStar acts as a fiduciary for retirement accounts and requires clients to custody assets at Schwab Institutional, relying on the custodian’s institutional trading, custody, and research resources. Distinctive features include the firm’s recent formation (March 2025) and that it reports zero assets under management and zero clients at the time of this filing, which is uncommon for registered independent advisers. TrueStar is affiliated with a tax‑preparation company (TrueStar Tax LLC), discloses limited custody practices tied to standing letters of authorization for first‑ and third‑party money movements, and does not aggregate (block) trades across client accounts — operational characteristics that may affect execution, potential conflicts of interest, and service delivery compared with many peers.

To learn more about the advisors currently working at TrueStar 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.

Name	Location	Years of experience
Kenneth Ginsburg	Mount Laurel Township, NJ	0

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