truNorth™ Financial Services is an independent, fee-only wealth management, investment management, and financial planning firm and is currently registered with the Securities and Exchange Commission (SEC). Tucker Financial Services, Inc. was established in the spring of 1983. truNorth™ Financial Services and Tucker / TFS, Inc. is a Registered Investment Advisory (RIA) firm, serving clients in more than 10 states.

We offer significantly lower fees than most banks and brokerage, wealth management, and insurance firms. From personalized planning for individuals and families to customized solutions for businesses and organizations, truNorth Financial Services specializes in various areas with a friendly and dedicated staff to make you feel at home.

We promise a unique experience where you are put first, an atmosphere where a trusted relationship will develop, and a long-term constant in a world of financial uncertainty.

Our Pledge | Who we are | Photos of the Team