A complete list of active advisors currently associated with TruNorth Financial Services, Inc.
Warmer can help you find a great advisor at TruNorth Financial Services, Inc. or one who fits your needs even better.
truNorth Financial Services, Inc. provides discretionary investment management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, foundations, and business entities; the firm reports roughly $309 million in discretionary assets under management across a three‑advisor team and about 439 client relationships. Core services described in the brochure include portfolio management, retirement rollover advice, and financial planning or consulting delivered on a fixed‑fee or hourly basis. The firm follows a conservative, diversified asset‑allocation framework driven by a client‑specific Investment Policy Statement and risk questionnaire, with tactical deviations allowed to capture short‑term opportunities; portfolios emphasize mutual funds and ETFs, with individual equities and bonds used when appropriate. Investment decisions are supported by both fundamental and technical analysis and by outside research resources, including corporate rating services and custodian research tools. What distinguishes truNorth from many peers is its regular client communications and education: the brochure notes the occasional distribution of articles or newsletters and that the firm hosts educational seminars and workshops for clients and prospects, with informational materials available via its ADV and website. The firm is owner‑managed, operates with a small single‑office team that at times uses interns, recommends Fidelity and Schwab as custodians, manages accounts on a discretionary basis, and does not vote client proxies.
To learn more about the advisors currently working at TruNorth Financial Services, Inc., 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 |
|---|---|---|
Chambersburg, PA
| 3
| |
Chambersburg, PA
| 11
| |
Chambersburg, PA
| 3
|
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