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.
Welcome
Welcome to Investing Forever Advisory. My name is Trishul Patel, and I am a husband, a father, and an engineer at heart, but also, I am a professional investor and have been investing for almost two decades (not quite forever, but we’ll get to this point shortly). Over this time, I graduated from investing my personal assets in stocks, to forming an investment club with friends, to building financial applications for large banks, to pricing exotic options and managing a derivatives book out of South-East Asia, to managing a Hedge Fund portfolio for an Asset Management Firm, to ultimately starting my own Financial Advisory business. Over the years, I can’t say that my investment philosophy has changed much, but my knowledge of the financial markets certainly has.
The goal of this website is to provide you with insight into how I approach finance and investing. Not because I think I’ve found the one true way to beat the markets (hint: there is none), but more so because I realize there’s a wealth of knowledge that I’ve accumulated over these years that could benefit investors from all walks of life. When I mean investor, I mean anyone wanting to put money to work for future use. So, what’s the best way to invest? Invest as if you are Investing Forever, of course. Let me show you why.
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
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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 |
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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 |
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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
I think, live, and breathe finance, but that doesn’t mean that you have to. I frankly enjoy it to the point where sound financial thinking is simply a part of my core values. It’s the only lens from which I encounter the world.
Allow me to put forward my best thinking towards your personal goals, and 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.
* Note: Fees contingent upon complexity and assets involved in your specific situation.
Affiliations
