A Powerful Partnership
With Trinity Financial Advisors you'll gain a partner to help you accomplish your financial goals. That's why, we're independent. We work for you. Securities are offered through LPL Financial, member FINRA/SIPC and investment advisory services through Private Advisor Group, a registered investment advisor.
We have some of the industry's top data management and planning tools, investment platforms and products—plus, more than 30 years of market experience.
At Trinity Financial Advisors, we focus on fee-based investment management. This puts all of us on the same side of the table; we prosper and suffer along with our clients. Our structure is advisory—our attitude is partnership.
Find Out More About Our Services
Your goals become our goals. We take a “hands on” approach that emphasizes service and support:
- Accumulating and managing retirement investments
- Saving and accumulating college education funds
- Managing inheritances, including IRA's
- Life Insurance, Long Term Care, and Estate Planning
- Online record keeping services for important documents