John Edgar

John Edgar is the Principal Owner of TrueWealth, LLC, a financial services firm located in Atlanta, Georgia. He has extensive experience in the financial industry, focusing on wealth management and personal finance management. TrueWealth, LLC specializes in providing comprehensive financial planning and investment management services, and it manages approximately $1.33 billion in assets for its clients.3

Professional Background

• Current Position: Principal Owner at TrueWealth, LLC since its inception in 1999.13
• Expertise: John Edgar is recognized for his skills in strategic planning and management within the financial sector.4
• Company Overview: TrueWealth, LLC offers a range of services including portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm has grown significantly since its founding, with notable increases in assets under management.3

Additional Information

• Location: Based in Atlanta, Georgia, TrueWealth operates primarily within the United States and has a team of around 33 employees.13
• Professional Affiliations: John Edgar is also registered as an investment adviser representative with Creative Planning, Inc., indicating his active involvement in the broader financial advisory community.2

John Edgar's leadership at TrueWealth reflects a commitment to providing personalized financial services tailored to the needs of individuals and businesses alike.