You deserve to live a wealthy life.

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.

We guide our clients in aligning their financial strategies with their personal goals by considering their complete financial picture.

We specialize in financial markets and investment strategies, providing insights that help our clients make informed decisions and focus on their broader life goals.

Because money alone doesn’t equate to true wealth, we’re committed to meeting our clients where they are, and looking to the future together.

Discovery Meeting

Planning Consultations

Mutual Commitment Meeting

Routine Check-ins

411 & 911 Meetings

Fee-Only Firm

WHY WORK WITH US?

Aligned Interests

Personal Commitment

Retainer-Based Pricing Available

“Price is what you pay. Value is what you get.” – Warren Buffet

“How much does it cost?” – Me, like all the time.

EXPLORE THE BLOG

01

02

03

04

Some blog content on this website is provided by third-party platforms such as FMG Suite, and Truman Wealth Advisors does not guarantee its accuracy or completeness. For more information, please refer to our disclosure page.

Our personal attention, one-on-one mentorship and tailored guidance will help you navigate the daunting world of financial products and services.

  • 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.