A complete list of active advisors currently associated with Trumbower Financial Advisors LLC

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Trumbower Financial Advisors provides comprehensive financial planning, tax compliance, and portfolio management to individuals, families, small pension and profit-sharing plans, charitable organizations, foundations, trusts, estates and personal service corporations. The firm’s advisory work routinely addresses estate planning, retirement planning, cash‑flow management, budgeting and tax planning alongside investment advice. TFA follows a five‑step advisory process and documents client objectives and constraints in a written Investment Policy Statement; it places particular emphasis on a Conservative Fixed Income (CFI) component structured as a ladder of municipal bonds (AA minimum), brokered FDIC‑insured CDs and U.S. Treasury/Agency securities with staggered maturities, using taxable‑equivalent yield tables to guide purchases. The firm generally favors managed mutual funds and unleveraged broad index ETFs over separately managed accounts, discloses covered‑call option and margin/borrowing risks in its materials, and requires discretionary authority specifically to implement and manage the CFI ladder even when much of the firm’s business is non‑discretionary. Noteworthy for a team of its size, TFA manages the majority of its reported assets on a non‑discretionary basis while also operating with relatively high AUM per advisor, a mix that is uncommon among peer firms. The firm offers in‑house tax compliance services and participates in employer‑sponsored executive financial counseling arrangements, does not participate in wrap fee programs, and states it does not accept commissions, referral fees or soft‑dollar arrangements.

To learn more about the advisors currently working at Trumbower Financial Advisors LLC, 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.