Gary Joseph Birdsall, Jr. CFP^®

True Financial was built for people who want more than generic investment management. As an independent, fee-only fiduciary firm, our practice is centered on thoughtful financial planning, objective advice, and a deeply personal understanding of each client’s life, goals, and decisions. We specialize in working with self-employed medical providers, business owners, professionals, and retirees who value individualized guidance. That often includes retirement planning, investment management, tax-aware strategies, business and practice planning, insurance, estate considerations, and the many financial decisions that become more complex as life and wealth grow. Our role is to help clients get organized, understand their options, and make confident decisions with a clear plan behind them. True Financial exists to provide advice that is personal, transparent, and built around the client — not a product, a sales goal, or a one-size-fits-all model.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Disaster Recovery, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Personal Taxes