A complete list of active advisors currently associated with Trumix Advisors

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

TruMix Advisors works with individuals (including high‑net‑worth clients), retirement plans, trusts, charitable organizations, and businesses to provide discretionary investment management, ongoing comprehensive financial planning, project‑based planning, and SIMPLE IRA plan services. The firm also offers oversight of held‑away accounts through a third‑party trading and management platform rather than by accepting client account login credentials. The adviser’s investment approach is grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, a mix of passive and active funds, and a long‑term horizon; TruMix may also construct portfolios using ESG and other values‑based screens when requested. Investment policy statements are used to tailor portfolios to client goals and risk tolerance, accounts are managed on a discretionary basis, and portfolios are monitored and rebalanced regularly. Noteworthy operational features include a small, supported team of three advisors managing roughly $170 million across about 170 clients, and the inclusion of ongoing comprehensive financial planning for managed clients as part of the firm’s service model. The brochure also notes dedicated SIMPLE IRA participant and plan sponsor services, the use of multiple custodians (including digital‑first and traditional providers) to match client needs, and no disclosed disciplinary events or related‑party conflicts.

To learn more about the advisors currently working at Trumix Advisors, 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.