Trumbower Financial Advisors LLC

Trumbower Financial Advisors, LLC (TFA) is a registered investment adviser established in 1996, offering comprehensive financial planning and tax compliance services. The firm follows a five-step investment advisory process, focusing on developing personalized long-range financial plans, evaluating asset allocation, selecting target portfolios, implementing investment policies, and reviewing portfolio performance. TFA does not participate in wrap fee programs and has $1,479,931,186 in assets under management as of 12/31/2022. Clients can pay for services through hourly rates, fixed retainers, or a percentage of assets under management, with fees negotiable based on various factors. TFA does not charge performance-based fees and serves a range of clients, including individuals, families, and organizations, with no minimum account size requirements. The firm's investment strategies include a Conservative Fixed Income component and managed equity mutual funds. TFA emphasizes risk management and offers insights into market, style, selection, credit, interest rate, and other risks. Clients have the option to grant TFA discretionary or non-discretionary investment management authority, with TFA acting in accordance with clients' objectives and preferences. TFA does not vote proxies on behalf of clients and maintains financial stability to meet contractual obligations.