Pro-Bono

Comprehensive Financial Planning

We believe your financial plan should reflect your life. We craft thoughtful strategies that go beyond the numbers to support what matters most.

A Plan That Starts With You

Our process begins with a conversation—not a spreadsheet. We take time to reflect on your values and goals, helping you clarify what matters most. Then we build a plan that aligns your money with your life.

One Trusted Team

Life doesn’t follow a script. You’ll experience transitions, milestones, and unexpected turns—and we want to there for all of it. You can call or meet with us as often as needed—there are no limits. When something changes, we want to talk.

Advice That Fits Your Journey

At TruMix Advisors, we combine the latest financial technology with a personalized planning process to help you make confident, informed decisions about your financial future.

While no plan can anticipate every possibility, we believe a strong strategy should cover the areas that matter most to your life and legacy:

  • Investing – Building portfolios aligned with your goals and risk tolerance
  • Estate Planning – Ensuring your wishes are honored and your loved ones protected
  • Risk Management – Identifying and preparing for life’s uncertainties
  • Insurance Planning – Evaluating coverage needs without the pressure or bias of product sales
  • Tax Planning – Integrating proactive strategies to help you keep more of what you earn and align your tax decisions with your life goals
  • Business Planning – Supporting entrepreneurs and professionals with strategies for growth, succession, and tax efficiency
  • Debt Strategy – Helping attorneys, physicians, and other high-income professionals manage and optimize large student loan balances without sacrificing long-term goals
  • College Planning – Designing education funding strategies that balance tax efficiency, financial aid eligibility, and family priorities
  • Executive Compensation – Navigating stock options, RSUs, deferred comp, and bonus structures to align with your broader financial plan

We like to say we help with all things involving money. Whether it’s a financial decision or a life decision with financial impact, we want to be the first person you call.

TruMix Advisors

Online "robo" Advisors"Traditional" Financial
Sales/Advisers

A team of CFP® Professionals/ Fiduciaries*

Financial planners, not salespeople

Talk to someone you know, not a call center

Easy access to advisors

Easy to understand fee & "no jargon" advice

Work with us anywhere as we

leverage the latest technology

Continuous financial planning process

Personalized care for a limited number of clients

No commission or percentage of AUM* fee

Align investments with values

Low cost investment portfolios


= Services offered         = May offer this service

*Footnotes:

  • What is a CFP? (Click to learn more) Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
  • A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust.
  • AUM is short for assets under management. 


Ready to Meet?

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More About Us

Financial Life Planning

Financial Life Planning

 Investing

Investing

 Our Fee

Our Fee

 Tax Planning

Tax Planning

All of our advisors are CERTIFIED FINANCIAL PLANNER® professionals who act as fiduciaries—meaning they’ve met rigorous education, experience, and ethical standards, and are committed to putting your best interests first. It may be surprising, but not all "financial advisors" meet this standard. We don’t sell insurance or earn commissions.

What is a CFP? (Click to learn more) 

Got Questions?

Comprehensive Financial Planning — FAQ

Straight answers about how we plan, what we cover, and why our process is built for you.

What does comprehensive financial planning actually include?
Comprehensive financial planning means we look at your full financial life — not just your investments. That includes investing, estate planning, risk management, insurance, tax planning, business planning, debt strategy, and or college planning and executive compensation. No matter where you are in life, we work to help align your money with what actually matters to you. See everything we cover on our What We Do overview.
How is TruMix different from a traditional financial advisor or a robo-advisor?
Traditional advisors are often salespeople — they earn commissions and may push products that benefit them first. Robo-advisors manage portfolios algorithmically but can't have a real conversation about your life. We are fiduciaries and CFP® professionals, legally and ethically required to put your interests first. We don't sell insurance or earn commissions, and you'll always speak with someone who actually knows you — not a call center. Learn how our fee reflects this on our Transparent Fee page.
How does the process begin, and is there any pressure to sign up?
Our process starts with a Discovery Meeting — a conversation about what matters to you, your goals, what's changing in your life, and the kind of support you're looking for. It's designed so both of us can determine if we're a good fit. There's no pressure and no obligation. If it makes sense to move forward, we'll follow up with your customized TruMix Transparent Fee™. Schedule your Discovery Meeting here.
Does financial planning at TruMix include tax strategy and investment management?
Yes — both are deeply integrated into our planning process. Our approach to tax planning is proactive and year-round, working alongside your CPA to look for opportunities to keep more of what you earn. For many clients, tax planning goes well beyond April — it's an ongoing part of aligning financial decisions with life goals. On the investment side, we construct diversified portfolios aligned with your goals, values, and risk tolerance — not the latest market trends. Explore our dedicated pages for Tax Planning and Investment Philosophy to go deeper.

TruMix Advisors began with a bold idea to be a guide for people to not simply get rich but to find their reason for being.

Discover personalized financial advice tailored to your unique needs.

Experience the difference of having an advisor who truly works for you, not a sales company.

Start making meaningful progress and finding purpose with your money today.