Our first priority is helping you take care of yourself and your family. We want to learn more about your dreams for the future. We want to reduce the financial anxiety keeping you up at night. As a fiduciary firm, the TruWealth team puts your interests first in everything we do.
Mid-to-late life is rich with wisdom, potential, and purpose. Our team is dedicated to guiding you on a fulfilling journey to true wealth in your 50’s, 60’s and beyond.
Owning and operating a business comes with opportunities and challenges. We give you more freedom to focus on turning your business vision a concrete reality.
Juggling competing priorities leaves you with little time to navigate the complexities of your finances. Our team acts as a collaborative partner in implementing your most important priorities.
Working in an investment niche like venture capital or private equity often means your own financial plan gets ignored. We bring experience and focus to your personal finances.
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We'll help you create your ideal life by addressing your entire financial landscape.
Financial markets and investment strategies are our zone of genius and by leveraging our expertise, you can embrace the freedom to create a life in yours.
We are a fee-only, fiduciary firm obligated to put your interests first. We don't receive commissions from providers of financial products.
Our interests are aligned with you when managing your investments and the way we charge our management fee reflects this.
We get to know you (and you get to know us) before you commit to a long-term relationship.
We can provide retainer-based pricing if that is the smarter way to engage with you (for example, some business owners),
It's your life; you should live it the way you want. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.
"Mindy goes above and beyond for her clients. She tailors her strategy for investing based on your personal goals and preferences. She communicates often, including making great suggestions that have helped me save a ton of money. Plus, she’s fun and funny. If you’re looking for someone who is knowledgeable, trustworthy and responsive, hire Mindy!"
"Mindy is an amazing consultant! I really trust her. She was referred to us from a friend of mine that I have a tremendous amount of respect for."
"Working with Mindy at Truman Wealth has been one of the best investments I've ever made in my future. She is passionate about helping her clients create a path to their dreams whether it be home purchasing, savings, education, or creating wealth. Over the past two years, we've built a clear path and plan to my goals and she has consulted in every major financial decision. Mindy goes out of her way to ensure my money is working for me and constantly provides new ideas and inputs for how to reach the next level. She genuinely cares about my financial success and it is evident in every single conversation. I could not recommend her more highly and personally refer her to my friends and clients alike."
All of the above testimonials are from current Truman Wealth Advisors’ clients, and no compensation has been given for their statements. Individuals were selected based on having a positive experience with our firm and being willing to say a few words relating to their experience. Every client experience will differ. Future results cannot be guaranteed.