Philip G Trueblood
Phillip G. Trueblood Managing Partner

Experience Rooted in Family Heritage: For Phillip Trueblood, wealth management is not just a career; it's a family legacy. Witnessing the impact his father made on the lives of clients, he felt a deep sense of purpose to continue the tradition of financial excellence and guidance. Phillip embarked on his journey in the industry in 2007 when he teamed up with his father at A.G. Edwards & Sons. Over the years, he has worked at some of the most prominent investment firms and has consistently ranked among the top advisors, showcasing his exceptional skills and genuine care for his clients' financial success.

Inspired by Legacy, Driven by Purpose: In 2022, Phillip founded Trueblood Wealth Management, an independent investment advisory firm with a strong commitment to long time clients, a dedication to preserving his father's legacy and a vision for establishing a foundation for future expansion.

Family and Golf: Phillip currently resides in his hometown of Lima, OH with his wife Brandi and their four children: Lawson, Olivia, Graham, and Rose. He takes great pride in coaching his children's sports teams, instilling in them the values of teamwork and determination. As a family, they enjoy spending summers at the lake and winter sports in Northern Michigan. Golf is more than just a game to him; it is a passion that brings both relaxation and inspiration. As a former collegiate golfer at Toledo, he continues to challenge his skills by staying active in competitive amateur tournaments.

Power of Giving Back: Outside of finance, Phillip serves as a Board Member of the Lima Shawnee Alumni Legacy Scholarship Fund and has held leadership positions as a Past President of Downtown Lima, Inc. and The Lima Young Professionals. He has also shared his expertise as a member of the United Way of Greater Lima Fund Distribution Committee.

Education and License:

  • The University of Toledo: Bachelor of Business Administration, Masters of Business Administration (MBA)
  • Series 7, Series 66, Chartered Retirement Planning Counselor (CRPC) Designation