A complete list of active advisors currently associated with Trihelix Wealth Collective

Warmer can help you find a great advisor at Trihelix Wealth Collective or one who fits your needs even better.

TriHelix Wealth Collective provides financial planning and personalized investment advisory services to individual clients, including high-net-worth households, and to retirement plan sponsors. The firm also offers a focused financial-planning program for medical trainees and retirement-plan consulting under ERISA. TriHelix develops tailored investment plans and manages portfolios on a discretionary or non-discretionary basis, drawing on methodologies such as Modern Portfolio Theory, fundamental, technical, and cyclical analysis, with regular monitoring and rebalancing. The firm coordinates with clients’ other professionals and discloses potential conflicts arising from principals who are licensed as independent insurance agents and from a principal’s separate tax-planning/preparation business; clients are not required to use those services. Noteworthy for a small advisory firm, TriHelix combines a niche emphasis on medical-training financial planning with custodial asset management (approximately $25 million in assets under management and two advisors). The brochure also discloses the firm’s ownership structure—one principal serves as the chief compliance officer and a minority owner has established a separate advisory business—which the firm identifies and addresses in its conflict disclosures.

To learn more about the advisors currently working at Trihelix Wealth Collective, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Stephan Morris	Portland, OR	10
Becky Vogt Lundeen	Portland, OR	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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