TrueFocus Financial Partners

TrueFocus Financial Partners serves individual and high‑net‑worth clients with wealth management that combines investment management and ongoing financial planning. The firm operates on a fee‑only, asset‑based model and also offers project‑based financial planning for clients who do not retain investment management.

The firm’s investment approach is grounded in Modern Portfolio Theory and uses a mix of passive and active funds, manager and fund-level analysis, and the ability to incorporate socially responsible (ESG) options when requested. TrueFocus accepts discretionary authority for managed accounts, reviews held‑away accounts, and requires clients to custody assets with a designated institutional custodian; it executes trades on an individual account basis rather than through aggregated block trades.

Notable operational features include a small, two‑advisor team serving a compact client base, relatively high account and advisory fee minimums, and an explicit allocation of fees between investment management and planning. Principals hold CFP® and additional professional credentials (including tax and insurance credentials), the firm is strictly fee‑only and does not accept commissions, and it does not vote client proxies — governance and service choices that distinguish it from many supported peers.