Truman Wealth Advisors

I am here for you.

Tell me about your experience

From peace of mind and a good night's rest to confidence knowing your money is invested to achieve your dreams, I will bring over 20 years of industry experience to support you in your financial journey. I actively over-see multi-million dollar portfolios and manage investments for individuals as well as institutions. Financial markets and investment strategies are my zone of genius and, by leveraging my expertise; you can embrace the freedom to create a life in yours.

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

My 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. Ready to transform your financial life? Connect with me today.

Does this sound like you?

I do my best work with busy professionals who engage in purposeful work during the day and want enough money to sleep at night. They want to outsource the brain space the complex financial services industry requires of them. They want and deserve an advisor to show them the path to financial freedom so they can build lives they love.

They may be intimidated by the process, jargon and complexity of financial services. They have avoided financial planning because it just feels overwhelming, time-consuming and expensive. They are successful doctors, executives and small business owners that don't have the time or the energy to try to navigate the investment management world, and it's not an area of interest for them. They do not look forward to hours of boring charts and a seemingly endless list of action items that becomes just another thing on the "to-do" list. They may have a mash-up of different 401(k)'s, pension benefits and insurance products but have never really "put it all together". Does this sound like you? I’d love to work with you one-on-one.

I have spent the majority of my career dedicated to serving shareholders, employees and stakeholders in the corporate world. While I love what it do, I also crave time and interaction on a more direct basis in a servant leadership role for others. I have had the opportunity to interact directly with business small owners and entrepreneurs over the course of my career, and they have inspired me to launch something that was all my own.
The more I researched it, the more I wanted the challenge and growth that a financial advisory practice would provide. I have accumulated a wealth of knowledge about the financial services industry and would love to make the financial planning process fun and delightful for a select group of high quality clients.
I have over a decade of experience as both an institutional public market and private market investor. I also have training as part of an angel investor network. And while credentials are no replacement for authentic experience, I do have a few things I’ve done that I am proud of. I have a degree in Finance from Truman State University and a Masters in Business Administration (MBA) from St. Louis University. I have been honored as both an outstanding alumnus from as well as serving as the commencement speaker from my alma mater.
I am currently enrolled in The American College Chartered Financial Consultant program.

Tell me more about yourself

Hello friend. I’m Mindy McCubbin.

I am an experienced and successful investor, a financial news junkie, world traveler and pod-cast nerd. I am also a mom, a wife, a friend, a sister, a daughter, a runner and a yogi. I have dreams and passions and hopes for my future and my family's well-being. So I get where you're coming from.

I grew up in Illinois, but now I call Columbia Missouri my home. One of my favorite places to be is running its beautiful trails. You'll see pictures of my crazy family scattered throughout this website. I hope you can forgive me, since they are my pride and joy. I love spending time with them. Well, most of the time.

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.

More About Mindy

I have spent the majority of my career dedicated to serving shareholders, employees and stakeholders in the corporate world. While I love what I do, I also crave time and interaction on a more direct basis in a servant leadership role for others. I have had the opportunity to interact directly with business small owners and entrepreneurs over the course of my career, and they have inspired me to launch something that was all my own.

The more I researched it, the more I wanted the challenge and growth that a financial advisory practice would provide. I have accumulated a wealth of knowledge about the financial services industry and would love to make the financial planning process fun and delightful for a select group of high quality clients.

I have over a decade of experience as both an institutional public market and private market investor. I also have training as part of an angel investor network. And while credentials are no replacement for authentic experience, I do have a few things I’ve done that I am proud of. I have a degree in Finance from Truman State University and a Masters in Business Administration (MBA) from St. Louis University. I am currently a Chartered Financial Consultant (ChFC).

I have been honored as both an outstanding alumnus from as well as serving as the commencement speaker from my alma mater.

I look forward to hearing from YOU!

Work with me.