About Company

Truepoint Wealth Counsel is a fee-only fiduciary financial advisory firm founded in 1990, dedicated to creating a personalized and values-based financial advisory experience. The company is 100% employee-owned and employs an evidence-based investment strategy, integrating tax planning, estate planning, and comprehensive wealth management tailored to individual client goals. Truepoint serves a diverse clientele including business owners, families, corporate executives, institutional investors, and specialized groups such as P&G employees and women’s wealth counsel. The firm emphasizes connecting all aspects of a client’s financial life to provide peace of mind and financial freedom. Truepoint is committed to a relationship-driven approach, focusing on personalized service and long-term financial planning.

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