Today we’d like to introduce you to Mindy McCubbin.
Hi Mindy, it’s an honor to have you on the platform. Thanks for sharing your story with us – to start, maybe you can share some of your backstory with our readers.
I am the founder of Truman Wealth Advisors, a boutique financial advisory firm in Columbia, Missouri. I am passionate about inspiring uniquely successful people to compound both their money and their knowledge about their money. My firm is dedicated to building and growing the “TruWealth community,” which includes small business owners, entrepreneurs, retirees, and successful professionals motivated to get more out of life and discover their true wealth. I am also co-founder of a local angel investment group (CoMo WINe) with the mission of investing in women entrepreneurs. I am passionate about matching women founders to capital to grow their businesses. My prior experience includes investment experience as director of investments at an insurance company managing over $6 billion of institutional assets. I received a B.S. in Finance from Truman State University and an M.B.A. from Saint Louis University. I also hold the Chartered Financial Consultant (ChFC) Certification and Certified Financial Planner designation. I am married to Travis and have two fantastic kids (Riley and Tyler) who show me what true wealth means daily.
It wasn’t obstacle-free, but would you say the journey has been relatively smooth so far?
Starting an advisory practice amid a global pandemic was a significant challenge. I left my full-time corporate job on April 1st, 2020, and the world immediately went into lockdown. At first, I needed help with developing business connections when the traditional networking avenues were off the table. Thank goodness for the available virtual tools that helped my business survive and ultimately thrive. I also wrestled with transitioning to working at home after 20+ years of going to an office. After a few years as a ‘solopreneur,’ I was thrilled to begin building a team environment when I hired my first full-time employee in 2022. I now have 2 full-time employees and several contract employees working on my team, and everyone works in a different geography. Managing a virtual office is challenging, but I am inspired every day by how my remarkable and talented team makes it work.
Let’s switch gears a bit and talk business. What should we know?
Truman Wealth Advisors is a fee-only fiduciary firm that guides people in discovering true wealth. We see a world where people are willing to challenge their perception of money to create a mindset rooted in peace, where people are not afraid to sit in discomfort, and where financial shame is replaced with confidence. Where people boldly pursue their biggest dreams and where true wealth is discovered. The world we envision is one where people look back on their lives and wouldn’t ask for a do-over because they lived into the most authentic version of themselves and made people better along the way. Truman Wealth Advisors is more than a team of financial planners. We’re in the human influence business. We bring a personal approach to financial advisory that helps people understand their money and find freedom from it. We bring transparency and warmth to every business interaction. We turn towards problems with our clients and walk alongside them as we navigate a way forward to discovering true wealth. With connection as our compass and collective knowledge as our guide, we overlap personal goals with a financial plan that gives people the freedom to do what they want. I want your readers to know that it is possible to build a world where people have the confidence to thrive, knowing money is never the obstacle. And we are different because we don’t just focus on numbers; we help people discover a deeper purpose in their wealth.
Do you have any advice for those just starting?
I wish I knew how much joy and creativity were involved in serving clients. I would have started on this path much sooner.
Pricing:
- Complimentary initial discovery call
- Two-meeting (flat fee) consultation process
- Retainer-based pricing is available for business owners
- Investment & planning services paid for via asset management fee
Contact Info:
- Website: https://www.trumanwealthadvisors.com/
- Instagram: https://www.instagram.com/trumanwealthadvisors/
- Facebook: https://www.facebook.com/TrumanWealth
- Linkedin: https://www.linkedin.com/in/mindy-mccubbin/
