Trinity Financial Advisors LLC
Helping clients invest in what matters.
3.3
Trinity Financial Advisors provides fee-only financial planning and investment advisory services to individuals and families.
About
Trinity Financial Advisors provides fee-only financial planning and investment advisory services to individuals and families. Our focus is on earning our clients' trust and helping them achieve their goals.
Integrity in our relationships. Discipline in our approach. Excellence in our work.
Services
Wealth Planning & Management
A strategic plan guiding growth and purpose, incorporating public and private investment opportunities specific to the client's situation.
Tax & Estate Planning
Leveraging smart, tax-efficient investments and facilitating strategic distributions and charitable opportunities.
Risk Management
Understanding risk tolerance and managing insurance coverage, legal risk, and asset ownership.
Charity & Philanthropy
Empowering a philanthropic mindset and approach that affords clients to see the fruits of generosity today and as part of long-term planning.
Family Governance
Collaborating with multi-generational, family-owned businesses and providing financial knowledge structures to the next generation.
Business Advisory
Providing deep business and operational experience, including executive management, mergers and acquisitions, financing, and risk management.
Credentials & Certifications
Reviews
