Our Superpower - Clear Communication

At TruePath we pride ourselves in being able to explain difficult and confusing concepts in clear, understandable language.

Certified Financial Planners - CFP®

A Certified Financial Planner™ is trained to follow particular ethical guidelines and best practices for helping you take control of your financial future. CFP® professionals will do more than sell products; they will help you plan a path toward the financial future you want for yourself and your family.

Retirement Income Certified Professional - RICP®

The RICP® designation from the American College of Financial Services is an extensive and intensive retirement income education that covers all retirement income styles and strategies, straight from the nation's top thought leaders.

Financial Coaching

We provide regular one-on-one sessions for those seeking to improve their financial behaviors and habits. Mutual goal setting and shorter “touch base” sessions are key to our process. Troy has successfully completed the Dave Ramsey Financial Coach Master Training.

The Fee-Only Difference

As fee-only financial planners, we have no incentive to recommend a product unless it is in your best interest. We hold ourselves to a fiduciary standard, meaning we are committed to operating solely in the client’s best interest when offering investment advice.

Most Importantly - We Are Fiduciaries

National Association of Personal Financial Advisors
Fiduciary Oath

The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client.

The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.

The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product.

The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.

Following the NAPFA Fiduciary Oath means I shall:

* Always act in good faith and with candor.
* Be proactive in disclosing any conflicts of interest that may impact a client.
* Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.