These are very nice folks, but you are probably better off managing your finances with a regular stockbroker. True Financial Partners has a high fee of about 1% per year just for holding your investments. (That's on top of fees you pay for buying or selling stocks). That can significantly reduce the income and growth available to you. Still, if you need someone to manage things because you are impaired by Alzheimers, senility, stroke, etc. , then these guys may be a good choice. You might be able to negotiate with them to get a lower yearly fee that's more reasonable- say 1/4 of a percent,or a flat rate per year, regardless of total asset value, perhaps $100. Most investors are probably better off doing their homework and managing things themselves or getting some good mutual funds.