Columbia, MO Office

Truman Wealth Advisors is a small SEC‑registered advisory firm managing roughly $106 million for about 96 clients through a three‑advisor team. It offers discretionary and non‑discretionary investment management, financial planning and consulting, independent third‑party manager solutions, and retirement‑plan fiduciary and administrative services for individual and high‑net‑worth clients, multi‑generational families, and institutional plan sponsors.

The firm emphasizes diversified portfolios built primarily from mutual funds, ETFs, U.S. Treasuries, and municipal bonds and employs strategic and tactical asset‑allocation, long‑term holding, and value‑oriented strategies while considering alternatives or ESG/SIS approaches when requested. Truman Wealth integrates third‑party tools into its client process — including a risk‑profiling tool (Nitrogen), eMoney reporting, Advyzon for account administration, and a held‑away platform to monitor or rebalance employer‑sponsored and other external accounts.

Compared with many supported peers, Truman Wealth discloses the use of client testimonials in its advertising, which it notes as part of its outreach and is uncommon among similar firms. It also integrates optional third‑party tax‑planning (Holistiplan) and explicit legacy‑position management and held‑away account workflows into its service mix, reflecting a broader technology‑assisted planning and implementation approach than is typical for firms of its size.