
Truvize Financial Planning
Truvize Financial Planning is an El Paso, Texas–based, fee-only advisory firm founded by experienced entrepreneurs Andrew Harris and Jonathan Lopez, who leverage their firsthand business experience to offer tailored financial strategies for fellow business owners. Specializing in proactive tax planning, investment management, and estate planning, Truvize provides services designed to help clients minimize tax liabilities and build personal wealth. Their structured five-step process includes in-depth discovery, personalized planning, and ongoing partnership, ensuring that financial strategies evolve alongside clients’ businesses. With service options ranging from a 90-minute session to comprehensive ongoing planning, Truvize emphasizes transparency, straightforward fees, and a client-centric approach to financial advising.