Truepath Financial is an independent, fee-only advisory practice providing customized investment management and fundamental financial guidance for individuals.

Truepath is fortunate to be able to draw on the significant strengths and resources of Truepoint Capital one of the nation’s leading wealth management firms. While Truepoint Capital provides highly customized wealth management services to high-net-worth individuals and families, Truepath was developed for clients who may not require the breadth and depth of the Truepoint Capital service offering. Though the investment experience is identical, Truepath delivers a more limited scope of financial guidance that is focused in areas such as retirement income planning, withdrawal rate analysis and education planning.

At Truepath Financial we believe values such as honesty, integrity, and commitment are essential to every relationship. These qualities represent the thread that stands the test of time. In a business of relationships and trust, we take a sophisticated and steadfast approach to your financial life where trustworthiness is not only revered, it is the essence of everything we do.

Truepath Financial and Truepoint Capital are wholly-owned divisions of Truepoint, Inc. Our focus is on cultivating long-term relationships and we are committed to remaining an independent, employee-owned firm with a clear focus on personalized service.