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

  • National Association of Personal Financial Advisors (NAPFA)
    Trishul Patel is a NAPFA Associate

    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.

  • XY Planning Network
    Trishul Patel is a Member of the XY Planning Network

    The 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

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Office Locations:

  • 524 Eliot Dr.
    Hummelstown, PA 17036

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