My name is Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors. I serve busy professionals who need to delegate an essential aspect of their lives to someone they trust. I do my best work with clients who want investments explained in an uncomplicated and transparent way. I act as a true partner dedicated to their success and willing to provide independent objective financial advice.
I transform my client's lives by eliminating financial worry and fear and replacing it with confidence and peace of mind. Do you feel overwhelmed by the vast assortment of investment options and get stressed about whether you are making the right choices? Do you wish you could trust someone to be both highly knowledgeable AND to always act in your best interest?
I transform my client's lives by eliminating financial worry and fear and replacing it with confidence and peace of mind. Do you feel overwhelmed by the vast assortment of investment options and get stressed about whether you are making the right choices? Do you wish you could trust someone to be both highly knowledgeable AND to always act in your best interest?
Services
Prospective Clients
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We start with a complimentary, 30 minute discovery meeting to learn about your specific needs and whether I can offer you a transformative solution. If discover we are a fit, I'll provide you with a proposal that outlines what I can do for you and how we'll do it. As we work through the process, I'll help you stop doing what isn't working and help you start to build a checklist of what is essential to meet your goals.
Solutions
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Throughout your life there are financial choices you make that can get you closer to financial freedom. I'll encourage you to make smart moves and healthy choices at a pace you are comfortable with as we map out your financial journey. Let's Get Real: Sometimes people don't seek financial advice because they don't want to get financially "naked".
Your Advisor
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From peace of mind and a good night's rest to confidence knowing your money is invested to achieve your dreams, I will bring over 20 years of industry experience to support you in your financial journey. I actively over-see multi-million dollar portfolios and manage investments for individuals as well as institutions.
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