Marie Freemyer and Scott Brischke worked for several years as financial advisors affiliated with a large broker-dealer corporation before founding True Financial. Their motivation was simple: to build a firm through which they could truly work for their clients, providing advice to serve clients' best interests. As a Registered Investment Advisory (RIA) firm, True Financial is rooted in the following principles:
-True control over the advice we deliver. As an independent firm, we tailor our financial planning and investment recommendations to each client without any influence from a large corporation with its own interests.
-True transparency in our fee structure. We are fee-only financial advisors, meaning we are paid for providing advice not for selling products.
-True dedication to serving our clients' best interests. We hold ourselves to the fiduciary standard of always putting our clients' interests above our own.
Taken together, we believe we offer a truly different approach to financial advice.
Firm Start Year
Years of Experience in Financial Services
Number of Years with Current Firm
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Bachelor of Science in Business Administration -