TDM Trust

About TDM Trust

TDM Trust offers fiduciary and financial planning services in San Diego County. Fiduciaries advocate for and protect the interests of their clients. They serve the elderly who can no longer care for themselves as well as independent people who need assistance making sound financial and day-to-day decisions. Fiduciaries serve as a bridge between you, your family, health care providers and attorneys. A fiduciary can be hired privately or appointed by the court. TDM Trust also offers comprehensive financial planning to my clients that enables them to meet their short and long-term goals through cash flow and debt management, retirement planning, education funding, tax planning, estate planning, risk management and investment management. Troy Meyer was registered in 2017 with the State of California, Department of Business Oversight. TDM Trust is a fee only firm and does not sell financial products or receive commissions or referral fees. He adheres to the Code of Ethics and Professional Responsibility adopted by the CFP® Board of Standards. Those principles include integrity, objectivity, competence, fair treatment, privacy, professionalism and diligence.

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