True Square Financial LLC

True Square Financial exists to help smart, busy professionals use their time and money to build better lives for themselves and their families.  We believe the future of financial planning lies at the intersection of the latest digital tools and individualized attention from real experts.  Our flexible business model allows us to offer more customized advice than larger firms can deliver at a fraction of the cost.

We love working with do-it-yourselfers and other highly engaged clients who have strong opinions or pre-existing constraints that define how they spend, save, and invest.  We let you decide what you want to self-manage and what you want to delegate.