True Link Financial Advisors

True Link Financial Advisors manages investment portfolios for individuals and trusts, including special needs trusts. The firm builds diversified portfolios primarily using low-cost exchange-traded funds, stocks, bonds, and mutual funds, tailored to each client's risk tolerance, time horizon, and cash flow needs. True Link Financial Advisors operates on both a discretionary and non-discretionary basis, meaning the firm can make trades on your behalf without prior approval or can provide recommendations for you to approve. The firm emphasizes transparency and aligns its investment strategies with the specific objectives of the trust or individual. In addition to investment management, the parent company, True Link Financial, offers complementary services such as trust administration platforms, prepaid cards, and tax preparation facilitation, though clients are not required to use those additional products.