TrueNorth
Talk to a financial advisor

Turn your wealth
into a legacy of impact.

Discover how strategic giving can help secure your family's future and transform the lives around you—starting with one 60-minute conversation.

Book a Free Discovery Meeting

417.434.9400

Could your money do more?
Find out with a simple conversation.

Your Legacy:
  • Plan for your children and grandchildren with comprehensive wealth strategies
  • Create multi-generational financial plans
  • Maximize tax-efficient wealth transfer
Your Impact:
  • Transform your community through strategic philanthropy
  • Care for your family and loved ones through giving
  • Further build a legacy that ripples outward

Book a Free Discovery Meeting

This Is Your Time
With a Senior Advisor

Co-founders and leaders of TrueNorth, Bryan and Troy have helped families navigate their financial future for over 20 years. Now, they’ve opened their schedules to meet with people who want to discover what it means to plan with purpose.

Troy Stoverm

Troy Stovern CFP®

Founding Partner, COO
Schedule
Troy Stoverm

Bryan Vowels CFP®, CFA®

Founding Partner, CEO
Schedule
star

What happens in
your first meeting?

This is your conversation.
Here's what we'll begin to explore together.

  • Your vision for your family's financial future
  • Strategic giving approaches that align with your values
  • Causes and communities you care about most
  • Custom opportunities we see based on your situation

No obligations. No pressure. Just clarity.

Book a Free Discovery Meeting

Giving can change your world.

Generosity doesn’t only benefit others—we work with people who experience enriched lives and futures because of their financial plans.

Book a Free Discovery Meeting

Not ready to commit
to an hour?

Start with our 15-minute Legacy Plan Checklist

Download our complimentary checklist to explore on your own timeline. Inside you’ll find:

  • A step-by-step guide for defining your personal purpose and the legacy you want to build
  • A guided exploration to identify the causes and communities that matter most to you on a local and global level

Download Now

Legacy Plan Checklist

Discover purpose-driven wealth planning at TrueNorth.

Let’s talk about your legacy and your impact. Simply schedule a meeting below. We look forward to hearing from you.

Book a Free Discovery Meeting

417.434.9400

TrueNorth

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

TrueNorth does not provide tax, legal, or accounting advice.