TrustCore Information

TrustCore serves individuals, families, and businesses by helping them grow and preserve wealth and plan for their financial future. For individuals and families, we formulate a customized financial plan that includes tailored advice on investments, tax reduction strategies, risk management, education planning, retirement and estate planning. For businesses, we provide ownership and succession plan strategies, risk management, key-man insurance, and retirement-plan solutions. TrustCore was founded in 1984 and is located in Brentwood, TN, a suburb of Nashville. The firm has 25 financial advisors and advises on over $1.2 billion in assets. The firm was recently named by The Financial Times as one of the Top 300 RIAs in the US. TrustCore is an independent, privately owned firm. We are not a branch of any brokerage firm, bank, insurance company or other financial services company. We believe this is of great importance to our clients as our independence insures that clients receive personalized financial planning based solely on their best interest. Financial Planning offered through TrustCore Financial Services, Inc. Securities offered through TrustCore Investments, Inc., Member FINRA and SIPC® Insurance offered through TrustCore Insurance Agency, Inc.