Fee-Only Financial Advice


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.


Financial Freedom, One Step at a Time.

How Can I Help You?

Be Your Own Boss


We advise high-performing 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.

Peace of Mind


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

Stay on top of your finances with this free Financial Check-up Guide.


Our Services

150

175

400

[Retirement Planning | Investment Analysis | Estate Planning | And More…]

Simple Strategies. Sound Science.

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


Get Started 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.


Check Out Our Latest Podcast Episodes

#34. How do RSUs work? The Mind Money Spectrum Podcast

  1. #34. How do RSUs work?
  2. #33. If you have Incentive Stock Options, you need to listen to this episode.
  3. #32. These estate planning tips can save you big time. But only if you plan ahead.

Find peace of mind with our professional and one-on-one service.
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