Truly independent and nationally recognized, Truepoint Wealth Counsel was founded in 1990 as one of the region’s first fee-only firms. Since then, our focus has been creating the best personal financial advisory experience possible.
Michael J. Chasnoff starts an RIA (registered investment advisor) firm with LKCD Financial.
Michael embraces his entrepreneurial spirit and branches out on his own by forming Advanced Capital Strategies (precursor to Truepoint).
Michael featured in Worth Magazine’s best financial advisors survey and unofficially endorsed by Jane Bryan Quinn in an article written about full disclosure for The Washington Post.
Truepoint (now the name of the company) expands into the area of tax services.
Truepoint continues expansion of services with estate planning.
Truepoint’s succession plan established, demonstrating commitment to remaining independent and 100% employee-owned.
Passes $1 Billion in AUM (assets under management).
Truepoint launches the Women’s Wealth Counsel initiative – a community for our female clients and team members.
Launch of Truepoint Institutional Advisors to offer investment advisory services to small and mid-sized endowments, foundations, nonprofits, trusts, retirement plans, and other institutional investors.
Truepoint acquires RhineVest Advisors, a Cincinnati-based start-up committed to making transparent and intelligent financial management more accessible to everyone.
Truepoint relocates to 9999 Carver Road.
Truepoint celebrates 30th anniversary (but with our team of 65 all safely working from home!).