Fee-Only Financial Advice

A Conversation with Trishul Patel, CFP®, MBA

Trishul Patel, CFP®, MBA is a 100% virtual, fee-only financial planner based in Port St. Lucie, Florida, serving clients throughout the Treasure Coast and across the country. Investing Forever Advisory provides ongoing financial planning and investment management solutions designed to help high-performing professionals achieve financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Freedom, One Step at a Time.

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How Can I Help You?

Be Your Own Boss

We advise high-performance professionals in search of financial freedom sooner rather than later.

Clear Mission

Take control of your financial future without the need for an expensive middleman. We are virtual, and location independent.

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Your best interests come first. We are fee-only. We are fiduciaries. And we will never accept commissions.

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Our Services

0.90%

Ongoing Financial Planning
Ongoing Investment Management
Both services, one price
Year-Round Access
Required Fee: 0.90% AUM ($2250/qtr min)*

5000

Comprehensive Financial Plan
One-Time Fee (add-on service)
Pressing Financial Issues
For Existing Ongoing Clients
Optional Fee: Starting at $5000*

[ Estate Planning | Insurance | Tax Planning | College Savings | And More…]

Simple Strategies. Sound Science.

* Note: Fees contingent upon complexity and assets involved in your specific situation.

Take the First Step Today

I think, live, and breathe finance, but that doesn’t mean that you have to. Let’s see what we can come up with together, one plan at a time, and one step at a time.

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.

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Check Out Our Latest Podcast Episodes

#165. One of the greatest inventions in human history. – The Mind Money Spectrum Podcast

Target-Date Funds are the simplest investment strategy.Asset allocation is the single most important part of an investment strategy. Target-Date Funds are the easiest way to implement the proper asset allocation. If you only saved into Target-Date Funds for your entire career, you will be just fine. The combination of low cost, diversified stocks, and proper bond weighting work for everyone. But if you wanted to try to grow your net worth more, try an all stock index ETF like VT or ACWI.Episode ReferencesMMS #152. Set It and Forget It: The Power of Financial AutomationMMS #115. Tax-Loss Harvesting 202: If you're really serious about it, listen here first.MMS #82. Are you overlooking this stellar asset class?MMS #79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy.MMS #73. Is direct indexing the future of investing?Three-fund portfolioVanguard Total World Stock ETF (VT)iShares ACWI ETFiShares 60/40 allocation ETFAaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.