Marie Freemyer and Scott Brischke worked for several years as financial advisors affiliated with a large broker-dealer corporation before founding True Financial. Their motivation was simple: to build a firm through which they could truly work for their clients, providing advice to serve clients' best interests. As a Registered Investment Advisory (RIA) firm, True Financial is rooted in the following principles:
-True control over the advice we deliver. As an independent firm, we tailor our financial planning and investment recommendations to each client without any influence from a large corporation with its own interests.
-True transparency in our fee structure. We are fee-only financial advisors, meaning we are paid for providing advice not for selling products.
-True dedication to serving our clients' best interests. We hold ourselves to the fiduciary standard of always putting our clients' interests above our own.
Taken together, we believe we offer a truly different approach to financial advice.
|Firm Start Year:||2017|
|Number of Years with Current Firm:||3|
Qualifications & Memberships
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Bachelor of Science in Business Administration||
University of North Carolina - Chapel Hill, North Carolina
After earning a business degree from the University of North Carolina, Marie launched her career in the finance industry as a corporate and investment banking analyst in Atlanta, Georgia. From there she chose to move back to the Austin area that she grew up in to join an independent equity research firm specializing in providing investment recommendations to institutional investors. Marie's extensive experience in investment analysis, combined with her innate interest in personal finance, form the foundation for the investment and financial planning advice that she now delivers to individuals and families. As a CERTIFIED FINANCIAL PLANNER" professional and a Chartered Retirement Planning Counselor , Marie is a dedicated member of the financial planning community.
Marie currently lives in Cedar Park with her husband, two daughters, and three rescue dogs. She enjoys playing tennis, supporting her kids' involvement in sports, and participating in community events.
Financial Advice & Consulting
At True Financial Group, we cultivate personal, long-term relationships with our clients. We work with individuals, couples, and families to provide guidance and solutions at all stages of their lives. Whether you're just getting started or are already well on your way to achieving your goals, True Financial will provide a financial plan and investment management strategy tailor-made for you.
We offer fee-based investment management services with no commissions or product sales. Our focus is on building customized portfolios based on clients' unique goals and personal risk tolerance. We provide ongoing analysis of the underlying investments and asset allocation to ensure each client's portfolio continues to meet their needs and objectives over the long-term.