wiseradvisor

Marie Freemyer
True Financial Group

Tel: (512) 649-2383
1464 E. Whitestone Blvd
Suite 1601
Cedar Park, TX 78613

A Truly Different Approach To Financial Advice

True Financial Group | Financial Advisor in Cedar Park ,TX

About True Financial Group

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.


General Information

Firm Start Year:   2017
No.of Employees:   2-4
Number of Years with Current Firm:   3


Qualifications & Memberships

Compliance

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


Education

Bachelor of Science in Business Administration  University of North Carolina  - Chapel Hill, North Carolina
-



Faqs

  • What are your qualifications? What is your education background? Marie is a CERTIFIED FINANCIAL PLANNER" professional and a Chartered Retirement Planning Counselor . She has a business degree from the University of North Carolina-Chapel Hill.
  • What is your approach to financial planning? At True Financial Group, we believe no major financial decision or investment strategy should be made in isolation. We work with our clients to create comprehensive financial plans that take a holistic view of their financial picture. Our process for giving advice involves educating clients on their various options, helping them weigh the pros and cons, and ultimately making recommendations that clients understand and feel confident about.
  • What services do you offer? We offer comprehensive financial planning and investment management
see more
Marie Freemyer

Marie Freemyer

CERTIFIED FINANCIAL PLANNER™ Certificant, CRPC®

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.

My Services

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.


Portfolio Management

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.

Communities Served

Austin Bertram
Dripping Springs Florence
Georgetown Hutto
Jarrell Leander
Liberty Hill Manor
Marble Falls Pflugerville
Round Rock Spicewood
Taylor