A complete list of active advisors currently associated with Trinity Financial Services, Inc.

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

Trinity Financial Services serves individuals (including high-net-worth and non-HNW clients), businesses, pension and profit-sharing plans, and charitable organizations, providing discretionary asset management, financial planning (one-time and ongoing), ERISA retirement-plan advisory, and retirement-product management. The firm also sells annuities and insurance and delivers educational seminars and workshops to the public. The firm manages assets through discretionary programs and documents client objectives in written forms, using fundamental and technical analysis along with systematic rebalancing, glide-path adjustments, tax-efficient liquidity management, and drawdown controls. Trinity operates a wrap-fee program for asset management and offers direct asset management for variable annuity and variable life products, while also providing participant education and ERISA 3(21) and 3(38) plan services. Noteworthy differences from many peers include sponsoring a wrap fee program, holding no-fee public seminars and workshops, and principals who act as licensed insurance agents and registered representatives (including activity through Mutual Securities Inc.), which leads the firm to offer commissioned products alongside fee-based advisory services; these outside-business activities and the related conflicts are disclosed in the brochure. The firm manages approximately $91.5 million for about 125 clients with a small advisory team, reflecting a relatively concentrated advisor-to-AUM ratio.

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