Unlike many companies, we're not looking to work with just anyone. 

When you are grieving, the last thing you want to face are the pressures of major financial decisions. Our advisors have special experience in working with widows and would like to help guide you through this difficult time. 

One of our advisors, Grant Meyer, has helped many widows through his volunteer work with Wings for Widows, a local non-profit that provides pro-bono financial coaching, where he was recognized as volunteer coach of the year in 2022. He also speaks at local grief groups, and volunteers at other events for widows and widowers. 

We aim to take the complexity out of retirement. 

Some common questions we help with are: Do I have enough to retire? How much can we spend in retirement? What will healthcare costs be? When should we claim Social Security? 

All of these decisions are important and you may only get one chance to make the right choice. 

Often, women are afraid to ask for help when it comes to personal finances because they have traditionally taken a back seat in these matters.

Let our team empower you with financial knowledge.

We don’t just have conversations around investments, our goal is to take your unique challenges as a woman into consideration so that your financial literacy creates the confidence you need to take charge of your finances. We pride ourselves on creating an environment that challenges the “old school” approach to women and investing.

Financial Advice That Grows With You

As a young professional—whether you're a physician, attorney, or a rising leader in the corporate world—your career is gaining momentum. Your income is increasing, your responsibilities are expanding, and life is getting more complex. From managing student loans and navigating new benefits to planning a wedding or buying your first home, the financial decisions you make now can shape your future in powerful ways.

Unfortunately, many high-income earners early in their careers are either targeted by insurance salespeople posing as advisors or dismissed by traditional financial firms because they haven’t yet built significant assets.

At TruMix Advisors, we believe your financial future deserves attention now—not later. Our flat monthly fee model is designed to support professionals like you from the very beginning. We help you make smart, strategic money moves early in your career so you can build wealth with confidence and clarity.

Let’s turn your early success into long-term financial strength.