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.

What Really Matters

Finances can be complicated but working with us shouldn't be.

We sort through the financial noise.

We gather the important information.

We have the knowledge to understand the complex financial world.

We distill that knowledge into actionable wisdom for your specific situation.

We take the complex and make it simple by educating you on financial matters in plain terms.

Comprehensive Financial Planning

Your life isn't one-dimensional—and your financial plan shouldn't be either. We help you align your money with your values, goals, and the life you want to live.

LEARN MORE - FINANCIAL LIFE PLANNING

Our Investment Philosophy

As we get to know you—your goals, values, and financial landscape—we’re better equipped to design investment strategies that align not only with market realities but you as an individual.

LEARN MORE - INVESTING

TruMix Transparent Fee™

No hidden percentages. No surprises. Just a flat-dollar fee that’s easy to understand.

LEARN MORE - OUR TRANSPARENT FEE

Tax Planning

Tax planning should be proactive—not just reactive—so we build forward-looking strategies that help you keep more of what you earn and align your tax decisions with your life goals.

LEARN MORE – 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)

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Got Questions?

What We Do — FAQ

A little more context on how we approach financial planning and what working with us actually looks like.

Do I need to have my finances figured out before working with you?

Not at all — that’s exactly what we’re here for. Most people come to us in the middle of a busy life, not with their financial picture perfectly organized. Our job is to sort through the noise with you, understand your personal goals, and create a clear, actionable plan. Whether you’re just starting to get serious about your finances or navigating a major life transition, we are here for you. See who we typically work with.

Is TruMix just an investment manager, or do you do more than that?

We help our clients with much more. Investing is one piece of a much larger picture. Our work spans from comprehensive financial planning, to tax strategy, estate planning, college funding, and more. We think of ourselves as a guide for your full financial life — not just a portfolio manager. The goal isn’t simply to grow your money, it’s to understand your full financial picture and partner with you to help achieve your goals.

How do you get paid, and does that affect the advice you give me?

We charge a flat, transparent fee — no commissions, no product sales of any kind. Our structure matters because it means our advice is never influenced by what we might earn from a recommendation. We are fiduciaries and CFP® professionals, so we are legally and ethically required to act in your best interest. See exactly how our fee works on our Transparent Fee page.

What does working with TruMix actually look like on an ongoing basis?

We start with getting to know you — your goals, your values, and what’s going on in your life. From there, we review your situation comprehensively and stay actively involved as things change. There are no limits on how often you can meet with us or reach out. When something shifts in your life or your financial landscape, we want to talk. We offer an ongoing planning relationship, not a one-time deliverable. Schedule your Discovery Meeting here.

Our role is to help you stay grounded in what matters most—so you can move forward with clarity, confidence, and a plan that reflects who you are.

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.