TruNorth Advisors LLC

TruNorth Advisors LLC is a fiduciary financial advisory firm based in Greer, South Carolina. The firm specializes in retirement planning, tax minimization, and holistic financial strategies for families, primarily serving clients in the Upstate area, including Greenville, Seneca, and Asheville. Led by CEO Matthew J. Dixon, the team is dedicated to prioritizing clients' interests through transparency and integrity. TruNorth Advisors offers a range of services focused on retirement, including comprehensive financial plans that address taxes, market uncertainty, and investments. They provide personalized guidance on retirement strategies, Medicare planning, and investment portfolios. The firm also hosts educational resources such as seminars, checklists, and workshops to support clients in their financial journeys. With a commitment to long-term partnerships, TruNorth Advisors employs a structured four-step "TRUretirement Plan™" to help clients achieve their financial goals.