Empowering People to Live True Wealth

True Wealth Group was founded on the simple belief that wealth is not a number. It is a life well lived.

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They took the time to understand what matters to us, not just our portfolio. That made all the difference.

Sarah M.

Oregon

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Expertise Meets Connection

True wealth is the freedom, wholeness, and peace that come from living a life aligned with what matters most to you. It means living freely, growing fully, and experiencing the calm of a life well designed.

At True Wealth Group, we believe understanding your true wealth is the starting point of every financial plan. You bring your values, your purpose, and the life you want to live. We bring the strategies, guidance, and financial planning to help remove barriers and make it possible.

You define true wealth. We help you build the path to live it.

Our Guiding Pillars

Because true wealth goes beyond accumulation.

It is the freedom to live life on your terms. The confidence to make choices aligned with your values.
The peace of mind that comes from having a clear plan and a trusted partner. And the ability to grow fully and give back meaningfully along the way.

We believe money should serve a purpose. Our job is to help you define that purpose and build a plan to support it.

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Compassion

We meet every client, colleague, and community member with empathy and respect. We take time to understand each story, each goal, and each challenge, offering guidance that honors their unique journey.

Openness

We believe trust is built through transparency. We communicate clearly and honestly, sharing information freely so every client and teammate understands the “why” behind our recommendations and decisions. Questions are always welcome; clarity is part of our commitment.

Accountability

We do what we say we’ll do. Every member of our team takes ownership of their role and their relationships, holding ourselves to the highest standards of follow-through, integrity, and professional excellence; your confidence in us depends on it.

Collaboration

True wealth is a lifelong journey. We commit to continuous learning while helping you and our community grow alongside us.

Honor

We hold ourselves to doing what’s right, always. Whether we’re advising a client, mentoring a teammate, or contributing to our community, we act with fairness, dignity, and respect. We believe integrity is the foundation of every relationship.

Our People

Our team grows together through trust, accountability, and shared purpose.

Mat Hunnicutt

Senior Financial Planner and Partner

Ian Laimbeer

Lead Financial Planner and Partner

Eric Fox

Associate

Bella Krevitz

Operations Associate

Jorie Barbjack

Client Service Associate

Start Planning Today.

Whether you're planning for financial independence, navigating a life transition or simply want peace of mind, we're here to partner with you.

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Our Community Partners

True wealth extends beyond individual success—it's about building stronger communities together. We're honored to work alongside these local organizations that share our commitment to empowering people and creating positive impact.

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Professional Certificates

Our team holds specialized credentials that represent years of study, ongoing education, and commitment to professional excellence.

Visit https://exit-planning-institute.org/program/certified-exit-planning-advisor-registration Website

CEPA

Through the process of Exit Planning, owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.

Visit https://www.cfp.net/ Website

CFP® (Certified Financial Planner™)

The gold standard in financial planning. CFP® professionals complete rigorous education, pass comprehensive exams, and commit to acting in your best interest at all times.

Visit https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information Website

Enrolled Agent

Authorized by the U.S. Treasury to represent taxpayers before the IRS. This credential ensures expertise in tax law and planning strategies.

Visit https://smartasset.com/financial-advisor/accredited-investment-fiduciary Website

AIF® (Accredited Investment Fiduciary®)

Specialized training in investment fiduciary responsibility, ensuring our investment recommendations meet the highest standards of care.

CFP Disclosure Statement

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Your Definition of True Wealth

We are here to help you discover what it means for you and build a thoughtful, adaptable plan that supports it through every season of life.

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I don't know what I would do without Ian and the True Wealth Group Team. They have helped me to get my retirement set up as well as help with managing and structuring my savings and investments. Absolutely invaluable as well as extremely personable, I feel very fortunate to have them working with me.

Jonathan D.

Pennsylvania

I’ve been a client of True Wealth Group for over seven years, and to exceed my expectations in every way. Their deep knowledge and expertise in financial planning, retirement planning, distribution strategies, and—most importantly—tax planning in retirement have been invaluable.

Kim J.

California

They’re not only knowledgeable professionals but also genuinely trusted humans who care about your goals and success. Their advice and guidance have been invaluable. Grateful to have their help and we highly recommend!

Amy J.

Oregon

I have been a client of My True Wealth Group for several years and I can't say enough about their service. Mat, Ian, Eric and the Team are wonderful. They are responsive to my needs and make life so much more simple.

Tony T.

California

They’ve given me the knowledge and confidence to feel secure and empowered about my future. Unlike other advisors I’ve worked with, they never talk down to me or get impatient. Instead, they approach every conversation with respect, clarity, and care.

Kelly L

California

Their professionalism, integrity, and commitment to their clients are exceptional. I trust their judgment completely and feel more organized, secure, and optimistic about my financial path because of them.

Sven A.

Oregon