My name is Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors. I serve busy professionals who need to delegate an essential aspect of their lives to someone they trust. I do my best work with clients who want investments explained in an uncomplicated and transparent way. I act as a true partner dedicated to their success and willing to provide independent objective financial advice.
I transform my client's lives by eliminating financial worry and fear and replacing it with confidence and peace of mind. Do you feel overwhelmed by the vast assortment of investment options and get stressed about whether you are making the right choices? Do you wish you could trust someone to be both highly knowledgeable AND to always act in your best interest?
I transform my client's lives by eliminating financial worry and fear and replacing it with confidence and peace of mind. Do you feel overwhelmed by the vast assortment of investment options and get stressed about whether you are making the right choices? Do you wish you could trust someone to be both highly knowledgeable AND to always act in your best interest?
Services
We start with a complimentary, 30 minute discovery meeting to learn about your specific needs and whether I can offer you a transformative solution. If discover we are a fit, I'll provide you with a proposal that outlines what I can do for you and how we'll do it. As we work through the process, I'll help you stop doing what isn't working and help you start to build a checklist of what is essential to meet your goals.
Throughout your life there are financial choices you make that can get you closer to financial freedom. I'll encourage you to make smart moves and healthy choices at a pace you are comfortable with as we map out your financial journey. Let's Get Real: Sometimes people don't seek financial advice because they don't want to get financially "naked".
From peace of mind and a good night's rest to confidence knowing your money is invested to achieve your dreams, I will bring over 20 years of industry experience to support you in your financial journey. I actively over-see multi-million dollar portfolios and manage investments for individuals as well as institutions.
Reviews (3)
Carolyn Paris
Oct 05, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Working with Mindy at Truman Wealth during 2020 has given me great piece of mind. She has seen it all. Begining with working directly for the CFO of Boeing on 9/11. All the way to current day. Always navigating with a plan, expereice, education and integrity. I feel fortuante to have cross pathes with Mindy.
Working with Mindy at Truman Wealth during 2020 has given me great piece of mind. She has seen it all. Begining with working directly for the CFO of Boeing on 9/11. All the way to current day. Always navigating with a plan, expereice, education and integrity. I feel fortuante to have cross pathes with Mindy.
Shawn & Michelle
Jul 25, 2020
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Mindy goes above and beyond for her clients. She tailors her strategy for investing based on your personal goals and preferences. She communicates often, including making great suggestions that have helped me save a ton of money. Plus, she’s fun and funny. If you’re looking for someone who is knowledgeable, trustworthy and responsive, hire Mindy!
Leigha May
Jun 04, 2020
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Working with Mindy at Truman Wealth has been one of the best investments I've ever made in my future. She is passionate about helping her clients create a path to their dreams whether it be home purchasing, savings, education, or creating wealth. Over the past two years, we've built a clear path and plan to my goals and she has consulted in every major financial decision. Mindy goes out of her way to ensure my money is working for me and constantly provides new ideas and inputs for how to reach the next level. She genuinely cares about my financial success and it is evident in every single conversation