True Square Financial LLC

True Square Financial is an independent, fee-only financial planning firm based in Atlanta, Georgia, dedicated to providing customized financial advice and investment management services. As a registered investment adviser and fiduciary, the firm prioritizes its clients' interests, ensuring they receive tailored support that addresses their unique financial situations.

True Square Financial serves individuals and families facing complex financial challenges, such as unpredictable careers, business ownership, and nuanced financial goals. With a service model that is location-independent, the firm is equipped to assist clients throughout the United States, offering a flat monthly fee for its core services without imposing asset minimums.

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