TRUMBOWER FINANCIAL ADVISORS LLC

Overview

Trumbower Financial Advisors LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily as an advisory and accounting practice, charging clients through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Its business model leans toward advisory relationships rather than acting as a principal or capital allocator — the firm is not a capital allocator and does not position itself as a pension consultant or multi-state adviser. Investment activity is biased toward pooled public funds and mutual funds as the primary vehicle for client exposure. The firm reports that it does not pursue an ESG-focused investment program. Its advisory scope emphasizes client-directed planning and portfolio construction, with many accounts maintained on a non‑discretionary basis, indicating a consultative implementation style where clients retain final trading authority. Trumbower Financial Advisors LLC has been recognized in the industry, including placements on Top 100 lists by CNBC (2019 and 2025) and an appearance on FA Magazine’s Top RIA Firms list in 2020.

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Location & Offices