A complete list of active advisors currently associated with Trinity Financial Advisors LLC

Warmer can help you find a great advisor at Trinity Financial Advisors LLC or one who fits your needs even better.

Trinity Financial Advisors LLC serves individuals and high-net-worth clients and also provides business-related financial planning and consulting to business entities. The firm operates as a five-advisor team managing roughly $670 million across about 208 client relationships and provides ongoing portfolio monitoring and reporting through account aggregation and planning platforms such as eMoney and Addepar. Portfolios are customized across exchange-listed securities, mutual funds (including Dimensional Fund Advisors funds), individual bonds, bond funds and ETFs, with periodic rebalancing and reviews aligned to client objectives. The firm permits borrowing in client accounts — including margin and pledged-asset loans — while disclosing the material risks, advising against margin for investment purposes, and noting that margined account values are included when calculating advisory fees, which can create an economic conflict of interest. Trinity is affiliated with a private investment vehicle, Trinity Fund I, and receives management and performance-based compensation at the fund level while generally excluding the fund’s value from its standard AUM fee calculation; recommendations to invest in the Fund are made on a non-discretionary basis to qualified clients and are accompanied by disclosures about valuation and conflicts. The firm also documents use of AI tools under a formal AI policy and offers fixed-fee business advisory engagements (typically $15,000–$50,000 annually), features that distinguish its service mix from many peers.

To learn more about the advisors currently working at Trinity Financial Advisors LLC, 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.