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Your long-term financial success depends on choices made today

One of the most important of those choices is deciding whom to trust with your financial future. Gather information on investment services like financial tools, market summaries, video alerts, financial calculators, and more by clicking here.

As professional advisors, Wealth Advisors at TruMark Financial offer personalized financial strategies based on your unique situation, current and future plans, and goals. Our strategies are designed to adapt to market changes and your personal circumstances.

Investment services are available to TruMark Financial members through TruMark Financial Wealth Advisors, offered through LPL Financial*.

Our focus is on the following services and investments:

Financial planning
Retirement planning
Wealth transfer and legacy planning
Education planning
Account/portfolio reviews
Trust planning and services
Investment advisory accounts
Mutual funds
Structured products
And more

Schedule a Complimentary Investment Consultation

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Resource Center

TruMark Financial’s Wealth Advisors investment professionals can help navigate you through the increasingly volatile, complex, and unpredictable financial markets. Our trusted advisors can help you plan for the expected, and even for the unexpected, so you can feel confident in your investment strategy.

Visit the Resource Center

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TruMark Financial Credit Union and TruMark Financial Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name TruMark Financial Wealth Advisors, and may also be employees of TruMark Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of TruMark Financial Credit Union or TruMark Financial Wealth Advisors. The TruMark Financial Wealth Advisors site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, DC, DE, FL, GA, MA, ME, MD, NC, NJ, NY, PA, SC, TX, VA, WA, and WI. Securities and insurance offered through LPL or its affiliates are:

TruMark Financial Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.