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TruNorth Financial Services
TruNorth Financial Services is an SEC-registered investment adviser in Chambersburg, PA, registered since 2018. The firm manages $309 million in regulatory...
Overview
TruNorth Financial Services is an SEC-registered investment adviser in Chambersburg, PA, registered since 2018. The firm manages $309 million in regulatory assets. It has 6 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Chambersburg
Corporate office
Chambersburg, PA, United States
Frequently asked questions
What type of clients does TruNorth Financial Services serve?
TruNorth serves individual retail clients and families, with a focus on comprehensive financial planning — retirement income strategies, education funding, and wealth transfer — rather than institutional investors or corporate pension plans. Public filings do not indicate any institutional separate accounts.
What is TruNorth's geographic footprint?
The firm is headquartered in Chambersburg, Pennsylvania, and primarily serves the Cumberland Valley region, including Franklin County and adjacent south-central Pennsylvania communities. No additional branch offices are listed in public filings.
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