Truong Bros Financial is a full-service financial firm guiding families and businesses through investing, tax strategy, insurance planning, and lending — all under one roof.
Comprehensive financial services designed to grow, protect, and transfer your wealth — coordinated by one dedicated advisor team.
Personalized portfolios, retirement planning, and long-term investment strategy aligned with your goals.
Learn moreYear-round tax planning, preparation, and bookkeeping for individuals, families, and growing businesses.
Learn moreLife, health, disability, and property coverage — independent advice on the right protection for every stage.
Learn moreCompetitive financing for homes, businesses, and refinances — pre-qualification in under 24 hours.
Learn moreA predictable, no-pressure process — most clients are fully onboarded within 30 days.
A free 30-minute conversation. We listen. No pitch, no commitment.
We map your full picture and propose a coordinated plan with transparent fees.
Account transfers, tax setup, insurance reviews — we handle the paperwork.
Quarterly reviews, year-round tax planning, and unlimited advisor access.
Legally bound to act in your best interest — never on commission.
Investing, tax, and insurance under one roof so nothing falls between the cracks.
Flat or AUM-based pricing — no hidden charges, ever.
Real-time portfolio access and secure document sharing 24/7.
"Truong Bros rebuilt my entire financial picture in three months. I sleep better at night."
"They handle our books, taxes, and our 401(k) — all coordinated. It saved our small business 30+ hours a month."
"Honest, patient, and refreshingly free of jargon. Our advisor explains every decision clearly."
A fiduciary is legally required to put your interests first — always. Many financial professionals operate under a weaker "suitability" standard, which only requires recommendations to be appropriate (not optimal). We're held to the higher fiduciary standard, in writing.
For wealth management, we charge a flat percentage of assets under management (tiered, with breakpoints starting at 0.95%). For tax and planning, we offer flat-fee engagements. We never accept commissions or referral kickbacks from product providers.
We have no hard minimum, but most clients benefit when their investable assets exceed $250,000. If you're below that, we offer a flat-fee planning engagement that often makes more sense than ongoing AUM.
Yes. We're registered to serve clients in all 50 states. Most of our work happens over secure video and our client portal — in-person meetings are available if you're nearby.
Your assets are held with independent, SIPC-insured custodians (Schwab and Fidelity). We never take custody of client funds — we only have authorization to advise. SOC 2 controls protect every system that touches your data.
