Truepoint Wealth Counsel

We’re excited to share that Truepoint Wealth Counsel has been named to Barron’s 2026 Top 100 RIA Firms list! 🎉

We’re proud to have received this recognition from Barron’s and to be included among independent registered investment advisory firms across the country. This honor reflects the work of our entire team and our continued commitment to serving our clients with care. We’re grateful to our clients and team members who continue to be part of the Truepoint story!

View the full list here: https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1

The Barron’s Top RIA ranking, awarded each September based on prior 12-month data through June 30, is based on a combination of metrics, including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking; however, Truepoint, Inc. has paid a fee to Barron’s for logo licensing. Learn more about the ranking criteria and methodology here: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

We’re excited to welcome Preeti to the Truepoint team! 🎉

Preeti joins us as a Client Service Sr. Associate, supporting advisors and clients with account servicing, transfers, documentation, and day-to-day requests. She brings care and attention to every interaction, helping clients feel supported and confident throughout their financial journey. Welcome to Truepoint, Preeti!

We’re excited to welcome Taylor to the Truepoint team! 🎉

Taylor joins us as an Operations Associate, supporting our advisory and specialist teams by helping ensure the accuracy and efficiency of our data and systems. With a strong eye for detail, Taylor helps keep things running smoothly behind the scenes while contributing to an excellent client experience. We’re so happy to have Taylor at Truepoint!

We’re excited to welcome Ella to the Truepoint team! 🎉

Ella joins our Financial Planning team, where she supports advisors and financial planners in creating personalized financial life plans centered around each client’s values and goals. A recent University of Cincinnati graduate, she’s excited to begin her career helping deliver an excellent client experience. We’re thrilled to have her on the team!

New opportunities at Truepoint! ✨

We’re looking for talented people to join our growing team as a Commas Advisor, Tax Manager, Wealth Advisor, Business Systems Specialist, or Portfolio Manager.

Explore our open roles and apply: https://truepointwealth.com/careers/

We’re growing at Truepoint! ✨

We’re looking for an experienced Tax Manager to join our team and help deliver thoughtful, integrated tax guidance to our clients.

👉 Learn more and apply:

Join the Truepoint Team! If you also consider yourself to be a passionate, team-oriented self-starter, then you may be a good fit for the Truepoint Team!

Here’s to 50 years of index investing! 🎉

What began as a bold idea in 1976 has transformed the way millions invest today. When John C. Bogle launched the first index mutual fund for individual investors, the goal was simple: give investors a low-cost, diversified way to participate in the market rather than trying to consistently outperform it.

The idea wasn’t an immediate success, but today, index investing plays an important role in portfolios, retirement plans, and 529 education savings plans across the country.

We’re celebrating 50 years of an idea that helped make investing more accessible, and continues to shape how people invest today.

"This role is rewarding because I get to develop strong, lasting relationships with clients while also working alongside my talented teammates. I enjoy collaborating across our team's areas of expertise to provide the best possible experience for our clients."

Congratulations on 10 years with Truepoint, Sam! 🎉