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About TRIPPON WEALTH MANAGEMENT GROUP LLC
TRIPPON WEALTH MANAGEMENT GROUP LLC is a financial advisory firm that helps individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable advisors, TRIPPON WEALTH MANAGEMENT GROUP LLC offers a variety of financial services and caters to a diverse group of clients.
How does the advisor help clients – Key Takeaways:
- Develop customized financial plans tailored to individual needs
- Provide unbiased advice and recommendations
- Monitor and adjust portfolios to align with clients’ changing goals and risk tolerance
- Educate clients on financial strategies and empower them to make informed decisions
Facts and Insights
As of December 31, 2019, TRIPPON WEALTH MANAGEMENT GROUP LLC reported $500 million in assets under management (AUM). The firm has a team of 10 advisors and has been in business for over 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
- Business planning
- Cash flow analysis
Client Types
TRIPPON WEALTH MANAGEMENT GROUP LLC serves a diverse group of clients, including individuals, families, small business owners, and corporate executives.
Fees & Compensation
TRIPPON WEALTH MANAGEMENT GROUP LLC charges a fee based on a percentage of AUM. This fee structure ensures that advisors have a vested interest in helping clients reach their financial goals.
Background
The founder of TRIPPON WEALTH MANAGEMENT GROUP LLC, John Trippon, has over 25 years of experience in the financial industry. He holds multiple professional designations, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). He also has a Master’s degree in finance and is a published author on financial planning.
Financial Advisor Disclosures to Know
TRIPPON WEALTH MANAGEMENT GROUP LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm has a fiduciary duty to act in the best interests of its clients. This means that advisors must put clients’ interests before their own when making recommendations.
Additionally, all of TRIPPON WEALTH MANAGEMENT GROUP LLC’s advisors have clean records with no legal or disciplinary actions taken against them in the past 10 years.