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Money
onfidently

Commas specializes in helping growing families navigate life’s most important goals and bringing confidence to people preparing to retire. We make getting financial advice as easy as we can, with honest advice, no account minimums or hidden fees, and the flexibility to work with clients any way they find comfortable, from high tech to high touch.

Who is a good fit for Commas?

Careers + Kids

Growing families
looking to navigate
life’s most
important goals

Retirement Preppers

Individuals seeking confidence and guidance to prepare for retirement

Our Services

Financial Planning

Financial Planning

We’ll integrate all the moving parts of your financial life into one, cohesive plan, crafted to align with your goals – from planning for retirement to saving for education.

Investment Management

Investment Management

Using the inputs implemented in your financial plan, we’ll create a diversed, low-cost investment portfolio built to help you achieve your goals.

Services

About

Commas offers fee-only personalized financial guidance to help everyday people reach their life and retirement goals. Part of Truepoint Wealth Counsel—a firm with over 30 years of experience serving high-net-worth investors—Commas was created to bring the highest level of fiduciary service to the people they cared about most: their own friends and family members, who might not qualify for traditional firms.

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Why Commas?

Personalized Advice
Personalized Advice
We align our strategies and management techniques to match your personal, family, and retirement goals.
Low Fees
Low Fees
We charge a small portfolio management fee for accounts above $1M, with options for accounts under $1M as well.
Real People
Real People
Commas is not a robo-advisory. We are a team of real people who have designed our service to be strategic, empathetic, and agile.

Let’s Do This.

Schedule time for an intro meeting.