tru Independence Email Format

Financial ServicesOregon, United States11-50 Employees

tru Independence is a financial services firm that supports investment professionals seeking to establish independent advisory and wealth management practices while preserving full ownership of their new entity. The company focuses on providing tools and support that help independent advisers grow and manage their firms, emphasizing ownership continuity for practitioners. Based in Portland, Oregon, tru Independence operates within a national independent advisory platform, serving a network of partner firms and their clients. The organization has positioned itself as a facilitator for independence in an industry dominated by larger custodial and advisory platforms, combining technology-enabled solutions with human support. Recent activity includes the launch of Mindset Wealth Management in Indianapolis, reflecting ongoing expansion and product development aimed at enhancing the independence-focused model.

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