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Truman Wealth Advisors joins Equita platform

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Truman Wealth Advisors of Columbia, Missouri, led by Mindy McCubbin, has joined the Equita Financial Network, a recently launched network of independent, women-led financial planning firms.

McCubbin recently launched Truman Wealth Advisors to provide objective financial planning to busy professionals. Leveraging her experience as an Institutional Investment Strategist for a regional insurance company for many years, McCubbin created a financial planning firm that provides holistic planning to her clients, and independence and autonomy for McCubbin.
 
“Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen. I also liked the collaborative network Equita provides for sharing best practices not only for my clients, but my business,” says McCubbin. After lengthy due diligence of the many Registered Investment Advisor platforms available in the market, McCubbin chose the one platform that she felt provided the best solutions for her clients, helped her run her business most efficiently, and supported her independence and autonomy as a woman business owner.
 
“We are excited to have Mindy and Truman Wealth Advisors join the Equita platform,” says Katie Burke, CFP® and Co-Founder of Equita. “Mindy’s interest in finding a platform that will allow her to spend more time helping clients, rather than on the business, makes her firm a perfect addition to the Equita network.”

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