35 Years of the Truepoint Way
What is the Truepoint Way?
Around our office, you’ll hear people refer to “the Truepoint Way” to describe how we operate—it’s the spirit behind everything we do on our team. It’s who we are and how we do things around here—not just in big, strategic ways, but in everyday moments, like emptying a dishwasher or stepping in for a teammate who’s having a rough day.
And it shows up just as powerfully in the hard moments, like when we’re helping a client navigate a complex family situation with care and compassion. Ultimately, it’s about always putting others first—whether that’s our teammates or our clients—and doing it because it’s the right thing to do.
For each of us, the Truepoint Way may look a little different. It’s not a set of rules or a checklist—it’s a feeling. It’s how we show up, how we treat one another, and how we build trust with those we serve.
From Day One
The origin of the Truepoint Way goes back to our founder, Michael Chasnoff. From day one, his expectations were high—not for perfection, but for doing what’s right. Over the last 35 years, that standard has never wavered. Michael created an environment where we do things the right way, always in the best interest of others.
What’s remarkable is how personal and organic the Truepoint Way still feels to each of us, over three decades later. The foundation that Michael built continues to be a part of who we are today.
You can ask anyone on our team, and they’ll have their own version of what the Truepoint Way means to them. That’s what makes it real. It’s authentic and lived—whether in the way we support our colleagues, bring new ideas to life, or deliver outstanding client service. We’re proud that there’s no formal training program on how to “do” the Truepoint Way. You simply feel it. And it shows—in our client satisfaction, our employee experience, and our culture.
Driven by Client and Employee Satisfaction
As we reflect on 35 years of diligence and service, we’re especially proud of how we’ve chosen to define success. For us, success has always come down to two key (and equal) measures: how well we serve our clients and how our employees feel.
We believe that a great client experience begins with a great employee experience. When we take care of one another, when we lead with integrity and care, that energy flows directly into how we serve our clients. And that’s when the Truepoint Way shines.
Looking to the Future
Remaining independent and employee-owned is critical to protecting this spirit. In an industry that’s seen massive consolidation, we’ve held firm in our belief that independence allows us to control how we serve clients and how we shape our culture.
Michael recognized early on that succession planning would be essential to staying independent, and thanks to his foresight, we now have 40 employee-owners. That ownership model is powerful. It allows us to remain true to our values, to the Truepoint Way itself, and to serve our clients the way we believe is best.
In 2025, we’re celebrating our 35th year in business—a milestone that feels incredibly meaningful. From a scrappy start-up to a team of 100, we’ve grown, evolved, and stayed committed to what matters most. Our clients are well cared for. Our team is strong and united. And we’re not slowing down.
As we gather to celebrate our 35th birthday this September—a long-awaited celebration since our 30th birthday celebration was canceled due to the COVID-19 pandemic—we’re reflecting not only on how far we’ve come, but also on what lies ahead.
This celebration isn’t just about years in business. It’s about honoring a culture that has endured, a spirit that has grown stronger, and a team that continues to show up with heart, every single day. That’s the Truepoint Way. And it’s something we’ll carry forward—for the next 35 years and beyond.
