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True Square Financial is an independent, fee-only financial advice firm based in Atlanta, Georgia.
Most financial advisors earn their living by selling financial products like life insurance or mutual funds, or by actively managing client portfolios. In recent years, technology and competition have made nearly all of these products and services available at a significantly lower cost to consumers who purchase directly. This has created a challenge for families who want to work with an advisor, but don't want to overpay for financial products.
At True Square Financial, we turn the traditional model on its head. Instead of selling financial products, we sell advice and expertise. We help clients wring unnecessary costs out of their financial services relationships. We act as fiduciaries, which means we put our clients' interests ahead of our own, always. In recommending actions to our clients, we seek to understand the full breadth of their financial life: family, career, spending and saving, tax, investments, education, insurance, and estate plans.
Some of our clients choose to delegate responsibility for investment management to us, while others prefer to implement the investment strategies themselves. Regardless, we charge clients a monthly subscription fee based on the agreed scope of work. Because we do not charge based on assets, we have no minimum account size.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 2221 Peachtree Rd Ne Suite D-221, Atlanta,ga 30309,united States
- Industry
- Financial Services
- Website
- http://truesquarefinancial.com
- Keywords
- Financial Planning, Investment Management, Financial Advice, Tax Planning, Insurance Planning, Estate Planning, Education Planning, FinTech.
- HQ
- Atlanta, GA
True Square Financial Questions
True Square Financial's website is http://truesquarefinancial.com
True Square Financial's LinkedIn profile is https://www.linkedin.com/company/true-square-financial
True Square Financial has
1 employees.
View email and phone details for 1
employees at True Square Financial.
True Square Financial's industry is
Financial Services
True Square Financial's top competitors are
Fbb Capital Partners,
Sugarloaf Wealth Management,
Bosun Asset Management,
Fsc Securities,
Gladstone Capital Corporation,
Paces Ferry Wealth Advisors,
Rollins Financial Advisors, Llc,
Capital Family Office,
Piedmont Wealth Partners,
Icontrol Data Solutions.
True Square Financial's categories are Financial Services
True Square Financial's founding year is 2017
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Top True Square Financial Employees
-
Daniel Mahoney
President, True Square Financial
Atlanta, Georgia, United States, United States3gmail.com, invesco.com, bain.com2 1-404-8XXXXXX
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