Trueblood Wealth Management unveils new office

News Top Stories Facebook X Pinterest WhatsApp SHAWNEE TOWNSHIP — Phillip G. Trueblood hopes to defy people’s expectations of a financial planning office. Trueblood Wealth Management’s new offices at 2651 Shawnee Road, Lima, don’t offer stodgy, uncomfortable chairs. There’s a comfortable sofa next to a large conference table, with floor-to-ceiling windows to look out into the world. The new build was designed for people’s comfort, said the younger member of the father-and-son business. “I think it’s a comfortable place for our clients to come,” he said. “It’s a little more modern. We’re showcasing that we’re thinking about for your future. We wanted it to be a special place.” Trueblood Wealth Management became an independent agency back in June 2022, but its history goes back to 1968, when Phillip L. Trueblood began working in financial services. His son joined him in 2007 when they both worked for a larger company. Now that they’re on their own, they’ve been able to be creative, the younger Trueblood said. “Some of the technology that we’ve added, our old firm didn’t have it,” he said. “Long-term, we could eventually offer some tax services, maybe some estate planning strategies that we couldn’t do before. We have availability of the private asset market and private equity that we didn’t have before, at least to the extent we have it now. Those are some of the things we want to offer down the road.” Phillip L. Trueblood added, “If we find something we want to use with technology, we can do it next week, or if we don’t like it, we can get rid of it next month. We’re just able to instill some things within the business that we couldn’t do previously. It just gives us flexibility.” He also noted the business works on a fee basis, as opposed to commissions or other tacked-on fees, to help their clients, whether businesses, organizations or individuals, spend their money wisely. It offers financial planning, investment management, retirement planning and business and estate planning services. The business prides itself on personalized service, fiduciary responsibility and putting clients’ interests first. It recently added to the staff with financial advisors Eric Mulcahy and Mary Kelly Mulcahy. The business will hold its ribbon-cutting with the Lima/Allen County Chamber of Commerce on Wednesday afternoon. Its new space, designed by Brick Street Studio in Ottawa, offers a homey combination of stone walls and deep woods. Each office has a bit of the character of the office-holder. The elder Trueblood’s office contains many paintings from Ben Richmond, a commercial artist who worked in Marblehead. The younger Trueblood’s office includes a putting green to freshen up his mind along with framed artwork featuring some of his favorite musicians. They also have a boat’s propeller above a fireplace in the lobby, in honor of Phillip G. Trueblood’s grandfather. “It’s just interesting from the standpoint of making people comfortable,” Phillip L. Trueblood said. “I’ve had people come in here and just sit at the table here and talk like we’re old friends. It was just more comfortable for them to come in here.” Reach David Trinko at 567-242-0467 or on Twitter/X @Lima_Trinko . Featured Local Savings