From peace of mind and a good night's rest to confidence knowing your money is invested to achieve your dreams, we will bring years of industry experience to support you in your financial journey. We actively oversee portfolios and manage investments for individuals as well as institutions. 

Our personal attention, one-on-one mentorship and tailored guidance will help you navigate the daunting world of financial products and services. Each year we work with a very select number of clients. The personal guidance you receive are tailored to your journey and designed to be truly transformational.

Our services and fees are appropriate for clients that are motivated to take wealth creation to the next level and see the value in high quality financial advice and concierge service.

Meet the Team

Mindy McCubbin, CFP® ChFC®

Founder & Wealth Advisor

Truman Wealth Advisors is my personal passion and a way to put my soul in the game by navigating a select group of clients to financial freedom.  I can't wait to help you! Learn More about Mindy

Ellen Osthus, CFP®

Wealth Advisor

I enjoy working together collaboratively to bring clarity to the decision making process and ultimately, implementation of those decisions. Learn More about Ellen

Maria Hernandez Huerta, CFP®

Wealth Advisor

I believe using a holistic approach to financial planning that takes into account everything from your mindset about money, to the tax allocation of your assets, is the best way to create a plan that helps you achieve your goals. Learn More about Maria

Stefanie Gomez

Executive Assistant

I am dedicated to empowering and supporting individuals and organizations. My goal is to foster open communication and provide a seamless experience for the clients I work with. Learn more about Stefanie

Ready for the next step?

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.

  • Working with Mindy at Truman Wealth has been one of the best investments I've ever made in my future. 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.

    Leigha M.

  • 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.

    Nick W.

  • 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!

    Michelle G.

These testimonials are unsolicited. Individuals providing these testimonies have not been compensated directly or indirectly. The testimonials displayed on this website reflect the personal opinions of individual clients and may mot represent all clients’ experiences.