Trusted Financial Advisors

Overview

Trusted Financial Advisors is a small, independent registered investment adviser operating as a sole proprietorship that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and runs largely discretionary mandates, directing client portfolios toward public equities while supplementing with fixed income and alternative exposures. Investment activity shows a clear tilt to exchange-traded equities as the core allocation, with intentional use of third‑party managers when accessing real estate and commodity strategies. Trusted Financial Advisors does not position itself as an ESG investor and concentrates on straightforward wealth management for individual and family clients rather than institutional or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices