Darryl Edmonds

“Like any company we’ve seen good times and hard times, but over the span of 27 years, we’ve been fortunate to experience steady growth, even during a down economy.” Founder and President of TrustCore, Darryl Edmonds, shares his thoughts on TrustCore’s growth and success.

Growth during a tight economy
The economy and the stock market will always fluctuate, so we work with our clients to allow for market volatility. Since we are a comprehensive financial planning firm, not just an investment  management group, we take a broad-based approach to ensure the family is protected, assets are transferred based on their wishes, and they are saving taxes. We focus on putting the client first and doing what is right. It’s during tough economic times that clients most need the support of their trusted advisors. We help them understand their overall financial picture and make decisions that will best effect their financial future.

Long-term growth
TrustCore’s size is a significant advantage and has contributed to our growth. Most local financial planning firms have less than five planners. We have 30 planners and 25 other professionals. We have the resources to invest in things like in-house research, an insurance department and technology. Our solid ownership allows our management team to focus on what is best for the firm, not only now, but in 5-10 years. The key decisions we make for the firm are in the best interest of our clients, planners, and employees. I think the results speak for themselves.

Because of our size and investment in our firm, we can attract the best planners and professionals in the industry and, in turn, acquire new clients. We have talented planners with industry experience and recognized certifications. Our planners have a synergy that I have not seen anywhere else. If I have a client with a particular situation, whether it’s a divorce or a special needs trust, I know I can find a TrustCore planner who has experience in that area, if I don’t. The combined financial industry experience of our professionals is over 500 years. Our clients appreciate the knowledge and wisdom of our planners and the service we provide, so they tell their friends.We’ve been fortunate that most of our growth has come from referrals from clients and other professionals we work with (bankers, attorneys, CPAs and trust companies).

5-year plan
We have grown in the past five years, and we plan to continue that growth pattern for the next five. Adding quality planners and staff that fit in with the firm environment continues to be our growth plan for the future. Our planners have a myriad of different backgrounds in addition to investment management, such as corporate management, insurance, real estate, CPAs and attorneys. Having this mix is beneficial to our clients. It gives our clients access to a wide range of specialists when unique or complex situations arise. We are actively recruiting new planners and professionals. Our team and referral sources know we are looking for quality individuals with high standards and a strong industry background who can embrace our business model.