A lot of what's in our company is in our name

We balance a deep understanding of market fluctuations, global factors, and historical trends with a genuine commitment to the special ways you want to balance your needs with your commitments.

Our name also calls to mind the word truth. And trust. You’ll find both of those are at the foundation of everything we do.

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Before we invest for you we invest in you, learning all we can so we understand exactly what balance means to you. We offer comprehensive financial planning and wealth management services with a distinct point of view: investment advising, retirement planning, insurance reviews, and more.

We offer insights, products, and services that enable you to proactively address challenges and move forward with confidence, balancing competitiveness with the bottom line. Health care benefits, 401(k) plans, and much more.


Trutina Financial is an investment advisor registered with the Securities and Exchange Commission. See our full Privacy Policy here.