True Wealth Management

Re-imagining wealth management as truly independent, intellectually honest and authentically personal.

TRUEPOINT IN THE NEWS

19Oct

Truepoint Named to the Best Places to Work List

Truepoint was recognized as one of the Cincinnati Business Courier’s 2018 Best Places to Work! This is the second time Truepoint has won in our category.
7Jun

Truepoint Named a Top Workplace for 2018

Firm recognized as one of the Cincinnati Enquirer's Top Workplaces, ranking #3 among the top 65 small companies.

Truepoint Viewpoint

Viewpoints

November 19, 2018
We created our annual STAR Award and LTIP analyses to assist P&G employees with key decisions that affect retirement planning.
October 30, 2018
As we approach the end of 2018, tax specialist Nichole Williams looks at how key changes in tax law may affect your tax planning.
October 30, 2018
Aretha Franklin’s catalog of hit songs will leave a legacy for generations, but, without a will, the legacy of her financial estate is much less certain. According to her attorney,

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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.

Truly Independent

Truly Independent

A proud legacy of independence and fiduciary responsibility.

Who We Are

Founded

In 1990

One of the area’s first fee-only firms

True Fiduciaries

Always have been, always will be

100%

Employee Owned

Proud to be fully independent