Trishul Patel
MBA
Investing Forever Advisory
Financial Advisor
Trishul Patel
MBA
Investing Forever Advisory
Financial Advisor
As a 100% virtual financial advisor, my focus is to empower you to be your own boss by achieving financial security and freedom sooner rather than later. I am independent. I am fee-only. I am a fiduciary. And I will never accept a commission or kickback of any kind. Period. - Trishul Patel, MBA
Wealth management made simple. 100% Virtual, Fee-Only financial planner located in Hummelstown, PA, serving clients locally and across the country.
Trishul Patel is a 100% virtual, fee-only financial planner. Investing Forever Advisory provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul Patel is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Trishul Patel. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life.
Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University.
I have been investing for almost two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.
Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others.
These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.
I have a Bachelor of Science, a Master of Engineering, and an MBA from Cornell University and I have almost twenty years of industry experience. I am FINRA Series 3 (National Commodities Futures Exam) and Series 65 (Uniform Investment Adviser Law Exam) licensed.
Trishul Patel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Simple Strategies. Sound Science. Financial Freedom. One Step at a Time.
Investing Forever Advisory, located in Hummelstown, PA, provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial security and freedom sooner rather than later. Investing Forever Advisory serves clients as a fiduciary and never earns a commission of any kind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning
- Investment Analysis
- Estate Planning
- Tax Planning
Ideal Clients
- High-Performance Professionals
- Growing Families
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Be Your Own Boss
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Trishul Patel is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Trishul Patel is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Trishul Patel
Office Locations:
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524 Eliot Dr.
Hummelstown, PA 17036