We have a passion for helping people make smart money decisions.
Below are a few ways we’ve tailored our planning strategies to meet a variety of client needs:
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Who We Help
We build lasting relationships with the people we do our best work with—those who value thoughtful guidance and a more personal approach to planning.
Who We Work Best With
We partner with clients who are looking for more than just investment returns—people who are looking for a thoughtful, collaborative partnership.
Here are qualities we often see in the clients we serve best:
- Value more than just money management
- Want to do good for themselves and the world around them
- Expect open, collaborative communication
- Coaching centric partnership
- Want to delegate
- Value input
- Believe in the power of kindness
- Looking for wellbeing in all areas of life
Executives
We help executive professionals simplify complex compensation structures and optimize their financial lives.
From equity strategies and tax planning to retirement and legacy goals, we offer clarity and coordination across your financial landscape.
Business Owners
We partner with entrepreneurs to align personal and business finances—so both can thrive.
Whether you're navigating cash flow, succession planning, or retirement strategies, we help you make informed decisions that support your vision.
Women
We create a supportive space where women feel empowered to take charge of their financial lives—with transparency and respect.
Whether you're managing wealth independently or navigating a major life change, we are here to be a partner with you.
Pre-Retirees
We help you answer the questions:
- Am I on track for retirement?
- Do I have enough saved?
We help you prepare for retirement with intention and clarity—so you can transition confidently into the next chapter.
Whether you're evaluating your income needs, optimizing your savings strategy, or planning for healthcare and lifestyle changes, we guide you through the decisions that shape your future.
Medical Professionals
We understand the unique financial challenges and opportunities that come with a career in medicine.
Whether you're managing student debt, navigating practice ownership, looking for income tax guidance, or planning for retirement, we help you make confident, informed choices.
Widows & Widowers
We offer compassionate, experienced guidance to help you navigate financial decisions during one of life’s most difficult transitions.
One of our advisors, Grant Meyer, has supported many widows through his volunteer with a local non-profit that provides pro-bono financial coaching, and speaks at local grief groups.
Young Professionals
We help rising professionals make smart financial decisions as their income and responsibilities grow.
Having expert guidance can be indispensable while navigating major financial milestones, such as combining finances after marriage, buying your first home, or considerations for a growing family.
We guide you in building a strong financial foundation for long-term success.
Retirees
We simplify the complex questions around retirement so you can move forward with clarity and confidence.
From income planning and tax efficiency to decisions around Social Security and Medicare, we help you make decisions that support the life you’ve worked hard to build.
We also make sure you are thinking about coordinating your estate plan across your investment accounts and discuss potential wealth transfers to next generations.
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Got Questions?
Who We Help — FAQ
A little more context on the people we work with and how to know if TruMix might be the right fit for you.
Do I need to have a lot of money saved to work with TruMix?
Many financial advisors require you to have a certain amount of money saved before they’ll work with you. We charge a flat monthly fee so that fiduciary financial advice is available to people at many different points in their lives, including young professionals who are just getting started in their careers.
Do you work with people who have recently lost a spouse?
Yes, and this is an area we care deeply about. When you are grieving, the last thing you want to face are the pressures of major financial decisions. One of our advisors, Grant Meyer, has extensive experience supporting widows and widowers, including volunteer work with Wings for Widows — a local non-profit providing pro-bono financial coaching, where he was recognized as Volunteer Coach of the Year in 2022. We will guide you through this difficult time with patience and clarity, at your pace.
I’m nearing or already in retirement — can TruMix help me?
At TruMix, we aim to take the complexity out of retirement. Some of the most common questions we help retirees answer are: Do I have enough to retire? How much can we spend? What will healthcare costs be? When should I claim Social Security? These decisions are important — and you may only get one chance to make them right. Our comprehensive financial planning process is built to help you move into retirement with confidence.
How do I know if I’m the right fit for TruMix?
We look for clients who value more than just money management — people who want open and collaborative communication, expect a coaching-centric partnership, and believe in the power of wellbeing in all areas of life. The best way to find out if we'd be the right fit is to get to know one another. Schedule your Discovery Meeting here — there’s no obligation, just a conversation to see if we'd work well together.
What We Do
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.