Founded in 1999, TrueWealth, LLC is an independent, fee-only Registered Investment Adviser (RIA) based in Atlanta, Georgia. The firm operates as a fiduciary, committed to providing objective financial advice and wealth management services. Its core philosophy revolves around evidence-based investing, utilizing academic research to build diversified, long-term portfolios. TrueWealth serves high-net-worth individuals, families, and institutions with a comprehensive approach that integrates financial planning, investment management, and retirement plan advisory services.

Founded in

United States