Trunko Financial helps individuals, families, and business owners create clarity and confidence around their financial futures through personalized, comprehensive financial planning.
Founded by CFP® professional Tyler Trunko, the firm was built with a simple mission — not just to make a living, but to make a difference. Every client relationship is rooted in trust, transparency, and a commitment to helping people live life on their terms.
As a fully independent firm, Trunko Financial proudly partners with Advisors Excel, one of the most respected IMOs in the industry. This partnership provides access to world-class wealth management resources, technology, and support — allowing Trunko Financial to deliver the personalized service of a boutique practice with the depth and sophistication of a national platform.
Areas of focus include:
• Retirement income planning
• Investment and portfolio management
• Tax-efficient strategies
• Risk and insurance planning
• Estate and legacy planning
This is just the beginning of what’s ahead for Trunko Financial — a firm dedicated to helping clients not just live, but thrive.

Trunko Financial

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