Trulytics Financial

Trulytics Financial, based in Memphis, TN, is a trusted financial firm led by Chief Investment Officer Bobby Peters. With a focus on developing custom equity portfolios for business owners, banks, credit unions, and families, their mission is to help every investor achieve their financial goals. Through transparent software, clients can easily track their assets, liabilities, cash flow, and more, facilitating effective communication with family members, attorneys, and tax advisors.

Offering a range of services including portfolio management, retirement planning, and investment advice, Trulytics Financial is committed to building and preserving their clients' assets. As a registered member of LPL Financial and Private Advisor Group, they provide expert guidance while acknowledging the risks associated with investing in stocks and mutual funds. With a client-centered approach and a dedication to trust and simplicity, Trulytics Financial strives to empower individuals and institutions to reach their full financial potential.

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