Our Commitment
Our greatest desire is to form lasting relationships with our clients, relationships based more on compatible attitudes than on products and services. You deserve to be listened to – not pitched to. At TrueWealth Advisors, you will be treated like a human, get a clear and personalized financial plan based on your unique story, and know your wealth is in caring and competent hands.
Our Mission
Our mission is to increase retirement readiness for our clients and subsequent generations as they embrace the responsibilities of success by creating, implementing, and monitoring financial strategies consistent with their core values.
Our Vision
To build an enduring Wealth Management firm that can support multiple generations and is valued and trusted by clients and peers.
Our Values
At TrueWealth Advisors, we recognize the significant duty we owe to our clients. It is our pleasure to assist our clients in meeting their day to day financial challenges as well as their long term goals.

Our Process
Our financial planning process is founded in getting to know your needs and goals. This allows us to focus on your life goals as opposed to what the market is doing on any given day, reducing risk and achieving a long-term plan.

Your Portfolio
Asset allocation is the tool we use to manage systematic risk because different categories of investments respond to changing economic and political conditions in different ways. By including different asset classes in your portfolio, you increase the probability that some of your investments will provide satisfactory returns even if others are flat or losing value.
TrueWealth Isn't Your Average Firm
While clients have a trusted advisor and point-person engaging with them each step of the way, they’re backed by a full team of involved professionals. As a result, clients gain the ability to leverage a team with diverse skillsets and life stages along with the potential stability that accompanies such a well-rounded firm.
In addition to leveraging a collaborative team, our clients benefit from a host of tools and technology that provide a seamless process for not only educating but developing a plan of action to achieve their life goals.
Areas of Practice
What Can We Do For You?
Tax favored retirement planning for owners of small to mid-sized businesses represents one of the most important avenues available for tax savings and wealth accumulation.
Learn moreWe create Financial Plans that analyze interactions between the three key components to a successful retirement: income, spending, and savings – together defining the rate of return your savings need to generate.
Learn moreTax management and risk protection can impact your financial plan. We work with you to ensure that nothing is overlooked.
Learn moreAs a Registered Investment Advisor (RIA), we serve as Professional Asset Managers to meet our clients’ goals.
Learn moreWe can design a portfolio that aligns with your personal values without sacrificing long-term performance.
Learn more
BIRMINGHAM
2000 SouthLake Park, Suite 200
Birmingham, AL 35244
- Paul B. Marks, CFP® CRPS®
- Daniel Jones, CFP® CRPC®
- Jason Sims
- David Fleming
HUNTSVILLE
2707 Artie Street SW, Suite 12
Huntsville, AL 35805
- Ken Askew, CFP®, CKA®, CIC
- Gary L. Ely, CFP® www.truewealthhsv.com
GREENVILLE
500 East Commerce Street
Greenville, AL 36037
- Ronald Paulk
- Brian Paulk
GULF SHORES
117 Cove Avenue
Gulf Shores, AL 36542
- Matt Grant www.grantwealthmanagement.com
MONTGOMERY
1713 Taliaferro Trail
Montgomery, AL 36117
- Paul B. Marks, CFP® CRPS®
- Jason Sims
- Stephen Sievers, CPA
MONTGOMERY
5310 Atlanta Highway
Montgomery, AL 36109
- Ronald Paulk
- Brian Paulk
TRUSSVILLE
198 Main Street, Suite 100
Trussville, AL 35173
- Freddy Williamson
MOBILE
3660 Dauphin Street, Suite B
Mobile, AL 36608
- Matt Grant www.grantwealthmanagement.com
Helpful Content
Curated articles, videos, and more, for a financially savvier you.

Making Your Tax Bracket Work

A Checklist for When a Spouse or Parent Passes

Understanding FDIC Insurance
5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.