A Truly Different Approach to financial advice

At True Financial Group, we cultivate personal, long-term relationships with our clients. We work with individuals, couples, and families to provide guidance and solutions at all stages of their lives. Whether you're just getting started or are already well on your way to achieving your goals, True Financial will provide a financial plan and investment management strategy tailor-made for you. 

 
 
 True Financial Group's financial planners Marie Freemyer and Scott Brischke focus on each client's unique priorities and goals

Financial Planning

At True Financial Group, we believe no major financial decision or investment strategy should be made in isolation. We work with our clients to create comprehensive financial plans that take a holistic view of their financial picture. Our process for giving advice involves educating clients on their various options, helping them weigh the pros and cons, and ultimately making recommendations that clients understand and feel confident about. 

 
 At True Financial Group, provide fee-only investment management and advice.

 Want to know more? 

Investment Management

We offer fee-based investment management services with no commissions or product sales. Our focus is on building customized portfolios based on clients' unique goals and personal risk tolerance. We provide ongoing analysis of the underlying investments and asset allocation to ensure each client's portfolio continues to meet their needs and objectives over the long-term.