Truepoint Wealth Counsel Employee Directory

Financial ServicesUnited States51-200 Employees

Since our founding in 1990 in Cincinnati, OH, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. 

We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility.

This is life and wealth, well managed.

Find Truepoint Wealth Counsel employees' phone numbers or email addresses

Truepoint Wealth Counsel Global Highlights

North America
122

United States Of America
122

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Spain
1

Truepoint Wealth Counsel's Leadership

R. L.
Founder And Chief Executive Officer
Mobile Phone
Email
L. J.
President
Mobile Phone
Email
M. B.
Chairman
Mobile Phone
Email
C. F.
Portfolio Manager
Mobile Phone
Email
E. C.
Sr. Tax Manager & Shareholder
Mobile Phone
Email
S. S.
Tax Manager
Mobile Phone
Email
K. N.
Tax Manager
Mobile Phone
Email
L. M.
Sr. Portfolio Manager & Shareholder
Mobile Phone
Email

Truepoint Wealth Counsel Employee Metrics

100%

50%

2025

2024

Finance
Legal
Operations
Human Resources
Information Technology
Other
Marketing
Administrative
Accounting
Business

Contact profiles from Truepoint Wealth Counsel

Name

Title

Contact Info

Location

Last Update

K. J.
Photo & Video Services
Mobile Phone
Email
SpainValencian Community
Aug 10, 2025
S. A. J.
Operations Associate
Mobile Phone
Email
Oct 18, 2025
A. D.
Client Service Associate
Mobile Phone
Email
United StatesPennsylvania
Oct 29, 2025
R. T.
Executive Receptionist
Mobile Phone
Email
United States
Aug 10, 2025
R. W.
Business Systems Specialist
Mobile Phone
Email
Oct 27, 2025
A. E.
Client Service Associate
Mobile Phone
Email
Oct 17, 2024
A. M.
Tax Associate
Mobile Phone
Email
Oct 22, 2024
B. B.
Wealth Advisor Assistant
Mobile Phone
Email
Oct 17, 2024
D. R.
Client Services Associate
Mobile Phone
Email
Oct 22, 2024
D. B.
Technology Associate
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Truepoint Wealth Counsel known for?

Truepoint Wealth Counsel was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 9999 Carver Road, Suite 200 Cincinnati, Ohio 45242, US; you can contact the main corporate office by phone at

+1-513-792-****

. Explore Truepoint Wealth Counsel's company overview page for more information.

What is Truepoint Wealth Counsel's most common email format?

Truepoint Wealth Counsel employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Truepoint Wealth Counsel email formats with LeadIQ.

How many employees does Truepoint Wealth Counsel have currently?

Truepoint Wealth Counsel has approximately 107 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Truepoint Wealth Counsel's key employees and leadership?

As of October 2025, Truepoint Wealth Counsel's key employees include:

Founder And Chief Executive Officer: R. L.
President: L. J.
Chairman: M. B.
Portfolio Manager: C. F.
Sr. Tax Manager & Shareholder: E. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.