A complete list of active advisors currently associated with TruVine Financial, LLC
Warmer can help you find a great advisor at TruVine Financial, LLC or one who fits your needs even better.
TruVine Financial is a state-registered, single-advisor independent investment adviser that provides financial planning and portfolio management to individual clients, including both typical individual investors and high-net-worth individuals. The firm reports a small client roster (15 clients) with roughly $9.34 million in discretionary assets under management and states that financial planning comprises the majority of its practice. The firm’s investment approach emphasizes diversified equity and fixed-income strategies across large-, mid-, and small-cap companies, with asset allocation and security selection tailored to each client’s objectives and risk tolerance; research is conducted in-house using sources such as Morningstar and broker-provided data. Accounts may be managed on a discretionary basis, and the firm indicates it will use investment-grade fixed income generally while selectively employing high-yield corporate instruments when a client’s income needs and risk tolerance warrant it. Noteworthy aspects of the practice include the principal’s professional credentials (a Chartered Financial Consultant designation and a Ramsey Solutions financial coaching certification) and an explicit emphasis on financial education—including coordinating Financial Peace University—which the brochure says accounts for about 90% of the firm’s time. The firm also highlights prior corporate CFO and business-consulting experience, a faith-informed element in its Code of Ethics, limited custody (ability to deduct fees only), and a concentrated, small-client structure that distinguishes it from larger advisory firms.
To learn more about the advisors currently working at TruVine Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Moorestown, NJ
| 8
|
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