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“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently” Warren Buffet.

    Experience matters! With more than 45 years of combined experience we have helped our clients grow and preserve their retirement assets along with maximizing there income tax strategies. Looking back over the last 30 plus years, we have accumulated friends and clients in over 13 states. Truman & Associates, Inc. is a family owned and operated firm, founded on strong family values and unwavering principals. We are defined by an open, honest relationship with our clients above. It is paramount to bring realistic expectations and strategies to keep our clients moving forward, creating an overall wellbeing and piece of mind. Our family firm does not place importance on account value; all clients are treated equally regardless if they have $50 or $5 million. With our roots firmly planted in our community, we know first hand how market volatility can be especially hard on many people. With our convictions, we strive to provide innovative options to help our clients make the most of their money.