Founded
In 1990
One of the area’s first fee-only firms
True Fiduciary Guidance
True Wealth Management
Re-imagining wealth management as truly independent, intellectually honest and authentically personal.
TRUEPOINT IN THE NEWS
17Oct
Is Your Stock Portfolio Too ‘Plain Vanilla’?
22Sep
Truepoint Named to Barron’s Top 100 Independent Advisors
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Is it too soon
To Teach Your Kids About Money?
OUR INVESTMENT APPROACH
Evidence-Based
Evidence-Based
Decades of evidence confirm the extreme difficulty of beating the market .
Emotionally Intelligent
Emotionally Intelligent
Investor behavior is often the primary determinant of long-term returns.
Proven
Proven
The evidence is clear – buy-hold-rebalance beats predictive and emotional.
Tax-Informed
Tax-Informed
A comprehensive plan aligned to your goals.
Long-Term
Long-Term
Focused on the long term and based on what is proven to work.
Truly Independent
Truly Independent
A proud legacy of independence and fiduciary responsibility.
Learn how Truepoint’s investing approach can help you gain confidence and take control of your financial future.
Who We Are
True Fiduciaries
Always have been, always will be
100%
Employee Owned
Client-to-employee ratio of 19:1 (industry average 28:1)