A complete list of active advisors currently associated with Trilogy Capital, Inc.

Warmer can help you find a great advisor at Trilogy Capital, Inc. or one who fits your needs even better.

Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high‑net‑worth clients, families, trusts, estates and employer‑sponsored plans, offering discretionary and non‑discretionary portfolio management, retirement plan consulting, financial coaching, and limited-scope consulting. The firm also delivers plan‑level Managed Models and participant investment advice and can prepare comprehensive Advanced Planning written plans addressing areas such as budgeting, tax strategies, and personal and business real estate. The firm implements a risk‑based, diversified asset allocation framework using in‑house model series (Core, Select, Foundation, Continuity) and third‑party sub‑advisors, selecting managers based on people, process and consistency while monitoring for style drift and multi‑year performance. Portfolios are periodically rebalanced, incorporate both fundamental and technical analysis, and may include non‑traditional instruments (interval funds, structured notes, private markets strategies) when suitable for a client’s objectives. Noteworthy for a multi‑team adviser, Trilogy maintains an affiliation with a real estate broker and a related entity (Trilogy Financial) that is a licensed insurance agency, and it explicitly integrates personal and business real estate considerations into its Advanced Planning and private markets work. The firm also emphasizes retirement plan implementation features—such as Managed Models with recordkeeper‑directed QDIA enrollment and age‑banded glidepaths—and uses wrap programs and third‑party platforms (Orion, LPL, Schwab) that shape custody and implementation options.

To learn more about the advisors currently working at Trilogy Capital, Inc., 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.

You can also browse Trilogy Capital, Inc.'s office locations.