About Us

Many assume all financial planning firms are the same. But at Trinity Wealth Advisors, our clients know differently. Our clients trust that we will always put their best interests first, through only the most objective advice and direct, personal attention. Our clients also rely on us to provide help and support in areas beyond their investments and insurance, often at challenging times in their lives. We operate as a primarily fee-based advisory and investment management firm, with capacity for insurance solutions for our individual and business clients. As our industry is constantly evolving, we remain committed to bringing the leading designations through dedication to education. Our clients expect us to be fluent in tax updates, the economic environment, and all possible solutions to help them achieve their goals and objectives.

We’ve cultivated an extensive network of respected professionals whom we tap into for special needs beyond our areas of expertise. These complementary professional advisor relationships allow us to offer a broad range of knowledge that’s unique for firms our size. Being a fiduciary means there are no quid pro quo, fee-sharing, or referral arrangements among such professionals. We take this responsibility seriously and choose our co-professionals carefully. Our network includes:

• Accountants and CPAs
• Elder Care Specialists
• Estate Planning Attorneys
• Family Law Attorneys
• Mortgage & Private Bankers
• Valuation Experts

Our advisors and staff members are active in the community, serving on advisory and finance councils for non-profit organizations. We regularly hold educational seminars for businesses, non-profits and small groups of clients. Our advisors participate in study groups on a regular basis, ensuring they collaborate with each other to bring our best to the table with those who work with us.