Build wealth like your legacy depends on it.
Without a million-dollar starting point. One team and a clear path from where you are to where you want to be.
Wealth planning isn't just for the wealthy.
Most of the industry is built around people who already have a million dollars. We're here for everyone else too: working families, people planning for retirement, and folks who've never had anyone in their corner. That's why your first call is free, booking takes a minute, and our tools are simple. You don't need a big balance to start. You just need to start.
Time beats timing
There's no get-rich-quick plan. Time is the most powerful thing on your side, so the best day to start is today.
Keep what you've earned
If you've built something, we help protect it from taxes, fees and costly mistakes, so it doesn't disappear as fast as it came.
Protect your legacy
Tools like trusts help make sure what you leave behind is passed on the way you intend, and lasts for the people you love.
Where are you right now?
Pick the one that sounds most like you. We'll show you what matters for your stage.
I own a business
Taxes, setup, owner pay, exit.
Retiring soon
1 to 10 years out.
Already retired
Make it last, keep more.
Building for my family
Young and getting started.
Protect what I have
Insurance & legal quotes.
Which sounds most like your business?
- A free look at your structure, taxes and owner pay
- Clear next steps, with input from our tax and legal partners
How soon do you plan to retire?
Retiring in 5 yearsGet a free Retirement Readiness Check: we compare your plan to what the experts recommend for your timeline (income, taxes, healthcare, Social Security timing) and show you where the gaps are.
Make the most of what you've built.
- Make your money last: a steady income you can count on
- Keep more of it: which accounts to draw from first to lower taxes
- Pass it on: wills, trusts and beneficiaries checked and up to date
Start building wealth the right way.
- Learn how wealthy families build and protect money
- Big decisions made smarter: buying a house, saving for kids, paying down debt
- Set up the structure early: legacy, protection and tax-smart accounts
What do you want to protect?
Your guide to building wealth
Your whole picture in one place. Our tax professionals and attorneys look it over with us, so nothing falls through the cracks.
Accounting, bookkeeping & taxes
Prior-year returns, clean books, new business setup and legal write-offs. With Nik Sullivan, typically for less than a large firm.
Tax strategy with Nik →Wills, trusts & estate
Trusts, wills, probate and higher-level business tax strategy, through the Law Office of Mike Nellinger.
Request a consultation →Wealth strategy
See where you stand on income, taxes, protection and legacy, then map your next steps with a strategist.
Book a strategy call →Business consulting
Brand, marketing, website and growth strategy with Brody and Andrew. Start with a free Business Diagnostic.
Start the free diagnostic →
Three steps to clarity
Book a Discovery Call
30 minutes, free. Tell us where you are and where you want to go.
Get Your Diagnostic
We look at income, taxes, protection and legacy to see what's working and what's missing.
Leave With Next Steps
Walk away with a few tips for your financial success, wealth strategy and legacy goals.
A team built on years of trust
TruPath isn't a group of strangers put together by a big firm. Garrett and Andrew Payne have known each other for ten years, going back to their football days at Ohio University, bowl games included. Garrett has known Andrew Coleman and Kaden for more than six years, and Brody goes back the furthest: he and Garrett grew up competing against each other in sports.
Between them, they've built and run companies across real estate, lending, fitness and technology, including the systems behind seven- and eight-figure businesses. Then they teamed up to do the same for everyday people: find the problems most firms overlook, and solve them in a way folks can actually understand.
The people behind your plan
Wealth strategists, business consultants, an independent accountant and an independent attorney, most of whom have known each other for years. One team that actually talks to each other, so nothing falls through the cracks.
Book your free discovery call
Tell us what you need in a few taps, and we'll connect you with the right person on our team.
What can we help you with?
What do you need help with?
Pick all that apply.
Do you have 10 or more W-2 employees?
Nik is typically more affordable than mid-size and large CPA firms, hourly or flat-rate.
What are you looking for?
Mike Nellinger's law office focuses on these areas.
You'll meet with Garrett Alcorn · 30 min · Google Meet
Free 30-minute call, no cost, no pressure. Trouble seeing times? Open the booking page.
Request a time with Nik
Let’s Work Together
