A complete list of active advisors currently associated with TRUFP

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

TruFP provides investment advisory and financial planning services to individuals and high‑net‑worth clients, and also advises employer plan sponsors through pension consulting engagements. Services include discretionary and non‑discretionary portfolio management, written investment strategies, financial planning, and assistance evaluating managed account programs. The firm tailors advice to client objectives and risk tolerance, employing asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term trading approaches, with at least quarterly account reviews and client reporting. TruFP typically recommends custody and trade execution through Charles Schwab and offers managed accounts and clearing services via Schwab Institutional. Distinctive features include an unusually high client‑to‑advisor ratio — about 820 clients served by a four‑advisor team — and participation in third‑party marketing through the Ramsey Solutions SmartVestor program. The firm also sponsors wrap‑fee program accounts and provides ERISA‑focused pension consulting, including acknowledgment of fiduciary responsibilities to plan clients.

To learn more about the advisors currently working at TRUFP, 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.