An Elevated
Advisory Experience
Trusted Advice Since 1968.
Take Your Future To New Heights
Trueblood Wealth Management represents a proud family legacy of financial expertise spanning generations. Its roots trace back to 1968, when Phillip L. Trueblood began his distinguished career with a simple philosophy: the client always comes first. In 2007, Phillip G. Trueblood joined his father, and together they have guided families and institutions through every step of their financial journeys. After years of working for some of the most prominent firms in the industry, they knew there was a better way.
In 2022, Trueblood Wealth Management was founded as an independent investment advisory firm with a strong commitment to serving as a true fiduciary for its clients.
“Each of our clients has a unique story, and we believe their financial strategy should reflect that. Our clients place tremendous trust in us to help manage the wealth they have worked so hard to build—a responsibility we do not take lightly.
To truly serve as fiduciaries, we recognized the need to fully leverage the resources we have built over the past 50 years to deliver the highest level of service and results. After extensive due diligence, we determined that establishing our own independent advisory firm was the best way to achieve that goal.
Today, we have access to leading-edge technology, world-class investment solutions, and the independence to shape the future of our business—all while maintaining a singular focus on putting our clients first.”
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Phillip G. Trueblood, Founder & Managing Partner
Meet Our Team
An Experienced Team, Dedicated To Your Success
Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to help you strive for the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.
Streamlined Strategies For a Lifetime of Needs
Complicated matters made simple. That is our ultimate goal, the mission that drives us. Bringing clarity and vision to all the financial decisions in your life is simply what we do.
Whether you’re focused on retiring on your own terms or leaving something behind for the next generation, we can help. Our sound, straightforward process leads to practical recommendations designed just for you.
To help you pursue your goals with clarity and confidence, we offer an array of comprehensive financial, retirement planning, and investment services. Whatever phase of life you’re in or complexities you may face, our experienced professionals are equipped to guide you.
Caring Relationships Begin Here
Having a trusted financial partner who genuinely cares about you and your financial well-being can make a meaningful difference in your life. We want you to be comfortable with the guidance we offer and enjoy the confidence of knowing that we are looking out for you and what’s best for your life. We welcome the opportunity of working together and treating you like family.
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2500 Shawnee Rd Ste A Lima, OH 45806-1477
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T 419.812.2998