Fee-Only Wealth Management
Trishul Patel is a Hummelstown, PA Fee-Only wealth manager serving clients locally and across the country. Investing Forever Advisory provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial freedom sooner rather than later. Investing Forever Advisory serves clients as a fiduciary and never earns a commission of any kind.
Be Your Own Boss
Your Goals, Your Way |
Clear Mission |
| We advise high-performing professionals in search of financial freedom. | Take control of your financial future without the need for an expensive middleman. |
Customized Solutions |
Trusted Advice |
| Virtual, comprehensive financial planning, and investment management built upon a modern architecture. | We are fee-only. We are fiduciaries. And we will never accept commissions. This means your best interests come first. |
Financial Independence |
One Step at a Time |
| Whether a short-term goal or a long-term plan, take the first step on the path to financial freedom. | Our goal is to empower you with the right tools, the right plan, and the proper guidance to make your dreams a reality. |
Empower Success
Investment Check-Up |
Financial Check-Up |
| – Starting at $400* – One-Time Fee – Pressing Investment Issues – Actionable Recommendations |
– Starting at $400* – One-Time Fee – Pressing Financial Issues – Quick Turnaround |
Ongoing Investment Management |
Ongoing Financial Planning |
| – Starting at $175/year* – Billed Quarterly – Hands-On Management – Long-Term Focus |
– Starting at $150/month* – Billed Monthly – Continual Support – Year-Round Access |
Investment Solutions |
Financial Solutions |
| Portfolio Management Risk Management Portfolio Analysis Asset Allocation Fee Analysis Performance Reporting Rebalancing Tax-Loss Harvesting |
Cash Flow and Debt Management College Savings Employee Benefits Optimization Estate Planning Financial Goals Insurance Retirement Planning Tax Planning Strategies |
Get Started Today
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.
* Note: Fees contingent upon complexity and assets involved in your specific situation.
