TruOak Financial Partners

06/03/2026

Shawn joined TruOak as our VP with three things in mind: leadership worth following, a culture worth protecting, and people worth showing up for every day.

05/22/2026

When you hit your goals around here, we don't just say congratulations. We say, pack your bags.

4 nights in Asheville, a welcome dinner, a spa day, a tour of the Biltmore, and a round of golf with the team. Proud of this crew! If it sounds like the kind of team you'd want to be on, shoot us a DM!

05/21/2026

Proud to be a 2026 Top Workplace & Bucketlist Culture Excellence + Industry Award winner.

05/15/2026

Celebrating the women who show up every day with expertise, empathy, and excellence.

05/05/2026

We had a great training meeting with our top producers from across the country. We discussed the strategies and practices that are actually driving results right now.

04/10/2026

We’re excited to share an important milestone.

Apogee Financial Partners is now TruOak Financial Partners.

This rebrand marks a strategic evolution in who we are and where we’re going.

“TruOak” represents what we stand for—truth, transparency, and trust—paired with the strength and longevity of an oak tree. It reflects our commitment to helping clients build lasting financial strength while reaching their highest potential.

As our CEO, Peter Truong, shared: “This is more than a name change—it’s a reflection of who we are becoming.”

While our name is new, our foundation remains the same:

• The same trusted team

• The same personalized approach

• The same commitment to long-term partnership

What’s evolving is how we deliver it: with a sharper focus on clarity, innovation, and a modern client experience.

We’re just getting started.

11/12/2025

Procrastination is the biggest cost in personal finance.

11/10/2025

Check out this insightful Forbes article: Parents need better ways to transfer wealth to children and effectively grow that money in the most tax-efficient manner

Parents need better ways to transfer wealth to children and effectively grow that money in the most tax-efficient manner possible.

11/07/2025

Interesting article: Learn how to guide your teen toward smart financial behaviors that will benefit them well into adulthood, from budgeting to saving and more.

Learn how to guide your teen toward smart financial behaviors that will benefit them well into adulthood, from budgeting to saving and more.

11/05/2025

Kiplinger article: A vacation home can be a relaxing getaway or a financial burden. Learn the pros and cons of owning a second home.