Meet the Firm

Have you ever heard the saying? You are who you associate with. In the financial services industry there is a little known secret when dealing with corporate hiring. Hire as many people as you can, knowing the fact that most of them won’t make it, but along the way some of them will bring you business. Unfortunately in this industry it is common practice to hire as many people as possible in hopes that their friends and family will do business with them. The financial services industry has one of the highest turnover rates in business mainly in part that staffing is a major source of marketing for these companies. This follows the philosophy that if you throw enough mud on a wall, eventually that wall will be covered. At our family firm we 100% dismiss this way of thinking. We believe that if you build a company with the intent of creating long-term relationships and have hopes of dealing with individual’s retirement dreams, you should have a firm comprised of people who will be there for the long run. Many decades ago our founder, Donald Truman, set out with a goal to build a family business based on taking care of clients as if they were his own friends or family. Today we still hire our associates with this aspiration as a driving force. Each associate that is taken into our firm is with the intention of creating a long term career at Truman & Associates, Inc. By being a small family firm, we can be very selective in whom we feel comfortable with attaching the Truman name too. It is our mission to develop a firm with individuals that are like minded and time tested. We whole heartedly buy into the team mentality and as everyone knows, to have a successful team you need players that you can keep.