Truman Wealth Advisors

Truman Wealth Advisors, LLC is a registered investment advisor based in Columbia, Missouri, providing personalized investment management and financial planning services. The firm manages portfolios for individuals, high-net-worth families, retirement plans, corporations, and charitable foundations. Truman Wealth offers both discretionary and non-discretionary investment management, utilizing mutual funds, exchange-traded funds, government securities, and municipal bonds, with options for alternative assets and socially responsible or environmental, social, and governance investing. In addition to portfolio management, Truman Wealth provides comprehensive financial planning covering retirement, insurance, tax strategies, and education funding. The firm also offers consulting services for held-away accounts such as 401(k) plans and 529 plans, as well as coordination with independent third-party money managers.