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Forthright Financial Services
Forthright Financial Services is a registered investment advisor offering advisory services in Texas and other jurisdictions where exempt. The firm provides...
Overview
Forthright Financial Services is a registered investment advisor offering advisory services in Texas and other jurisdictions where exempt. The firm provides personal and professional CFO services along with straightforward tax, business, and financial advice. It helps business owners and contractors with financial planning, investment management, tax planning, business financial management, and related services.
General information
Firm type
RIA
Location
City
Weatherford
Principals
Travis McCullough
CFP®, MST, Founder
Travis McCullough
CFP®, MST, Founder of Forthright Financial Services
Sector focus
Frequently asked questions
What is Forthright Financial Services' investment strategy?
Because the firm discloses no portfolio holdings, sector preferences, or asset-class allocations, its strategy is not externally observable. Most offices with this level of opacity manage blended portfolios through external managers and private bank platforms, often including public equities, fixed income, and private fund commitments. Forthright has not claimed any direct or co-investment activity in public records.
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