Truong Bros Financial was founded in 2008 on a simple idea — that financial advice should put the client first, every time. Nearly two decades later, we're still a fiduciary, fee-only firm.
Most people work with three or four different financial professionals — an investment advisor, a CPA, an insurance broker, a banker — and none of them talk to each other. We changed that.
Truong Bros houses every discipline under one roof, with a shared client view, so a tax decision in March doesn't quietly undo an investing decision from January. It's the way financial services should work.
Credentialed advisors with decades of combined experience — and the kind of people you'd actually want to grab coffee with.
20+ years in wealth management. Former Goldman Sachs PWA. Stanford MBA.
Big-four trained, specializing in tax strategy for founders and high earners.
Independent agent across 30+ carriers. Risk and estate planning specialist.
NMLS-licensed mortgage advisor. Former senior underwriter at Wells Fargo.
Held to fiduciary standard with full regulatory oversight.
No commissions, no kickbacks. We win when you win.
Bank-grade security on every system that touches your data.
5% of revenue funds free planning for educators and first responders.
