One Company,
Two Ways to Engage

Since 1990, Truepoint Wealth Counsel has been an industry pioneer and leader in bringing fee-only fiduciary guidance, holistic financial planning and evidence-based investing to individuals and families. In 2016, we launched Commas as an extension of our services to bring that same approach to the people our team cared about most—our friends and family—who might not need the depth of Truepoint Wealth Counsel services.


Financial Planning

Identify savings and spending goals

Establish budget in line with goals and savings/distributions strategies

Build custom wealth management plan

Plan for college and K-12 education expenses

Review life, disability and long-term care insurance policy review and needs analysis

Assist with annual benefit elections

Investment Management

Manage investments with an evidence-based approach

Design tax-efficient and low-cost portfolio

Leverage tax-loss harvesting strategies in taxable accounts

Monitor portfolio with real-time rebalancing

Source, monitor, advise and conduct due diligence on alternative investments

Tax Services

Coordinate with outside CPA (as applicable)

Develop quarterly projections and multi-year tax strategy

Calculate estimated payments based on quarterly projections

Prepare annual federal, state and local income tax return preparation

Align tax planning with estate and financial plans

Provide year-round tax counsel

Estate Planning

Assist with obtaining an estate plan

Provide and implement recommendations on beneficiary designation and account titling

Ongoing review of estate plan to align with changing goals and life circumstances

Assist with estate and trust administration

Facilitate family meetings

Meet the Team

We are a team of good people who put forth relentless effort to serve others—these core values extend across Truepoint Wealth Counsel and Commas services. Get to know our trusted teammates who serve as Commas advisors.

Conor Feldmann, CFA®
Sr. Portfolio Manager
Conor Feldmann
Jordan Patrick, CFP®
Sr. Financial Advisor
Jordan Patrick
Katelyn Bombardiere, CFP®
Financial Advisor
Katelyn Bombardiere
Josh Bentz, CFP®
Sr. Financial Advisor
Josh Bentz
Kyle Dodson, CFP®
Financial Advisor
Kyle Dodson
Nate Eix, CFP®
Financial Advisor
Nate Eix
Mel Young, CFP®
Financial Advisor
Mel Young

Think Commas is
the right fit for you?