Trinity Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trinity Wealth Advisors is an SEC‑registered investment adviser that serves individuals, high‑net‑worth families, retirement plans and businesses with wealth management, comprehensive financial planning, retirement coaching, and access to insurance products. As of December 31, 2025 the firm reported approximately $281.5 million in assets under management across roughly 132 client relationships.
The firm uses a values‑based “Return on Life” planning framework that addresses wealth sustainability, enhancement, protection, transfer, and charitable giving, and it offers services such as tax coordination, estate planning, cash‑flow management, family meetings, and team assessments. For investment implementation Trinity typically recommends or selects outside institutional managers and sub‑advisors (on a discretionary or non‑discretionary basis), providing overall portfolio oversight, manager selection, and periodic reporting while employing a mix of fundamental, technical and cyclical analyses.
Distinctive features disclosed in the brochure include cross‑industry affiliations and referral arrangements: Trinity is registered to offer insurance products, a firm partner owns an insurance agency and a separate advisory firm, and the firm may receive referral fees or participate in fee‑sharing with third‑party managers and a lending platform (Advisor Credit Exchange). These affiliations and compensation arrangements can create conflicts of interest that the firm discloses; prospective clients should review those disclosures alongside Trinity’s planning emphasis on family governance and charitable giving.
Client services
Expertise
Occupation focus
Fee options
Commissions received from insurance product sales
Account minimum: $25,000 Minimum fee: $1,000 minimum annual fee per retirement plan Fee-only: Financial planning one-time fee up to $5,000; financial planning retainers negotiable
Main office
132 W Washington Ave Suite 200
St. Louis MO 63122
Advisors at this office
4
Most active in
Colorado · Florida · Illinois · Missouri · Nebraska · Texas
Also doing business as
Trinity Wealth Advisors LLC · Trinity Wealth Advisors, L.L.C. · Trinity Wealth Securities
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alan S
Verified by Warmer
CFP®, Series 63
St. Louis, MO
Trinity Wealth Advisors LLC
Alan Smith is a CFP® with 39 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has worked at Trinity Wealth Advisors since 1998 and owns Business Owner Strategies, Inc. Additionally, he is an independent representative for Growth Management Group / Stryde Savings, providing tax and cost-saving strategies for privately held companies. Trinity Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and businesses. The firm employs a values-based “Return on Life” planning approach and typically uses outside institutional managers and sub-advisors to implement client portfolios.
James E
CFP®, Series 63
St. Louis, MO
Trinity Wealth Advisors LLC
James Evens is a CFP® with 35 years of experience in the financial industry. He has been with Trinity Wealth Advisors since 1997 and Trinity Wealth Securities, LLC since 2001. The firm serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. Trinity Wealth Advisors offers comprehensive wealth management, financial planning, and investment management services that integrate clients’ lifestyle and legacy goals with tailored investment oversight.
James M
CFP®, Series 63
St. Louis, MO
Trinity Wealth Advisors LLC
James Matush Jr. is a CFP® with 44 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has been affiliated with Trinity Wealth Securities, LLC since 2000. Outside of his advisory role, he has a longstanding inactive involvement as a user and distributor of healthcare products through Nikken. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. The firm offers comprehensive wealth management, financial planning, and investment oversight, utilizing outside institutional managers within a goals-oriented, structured process.
Eric S
CFP®, Series 63, Series 65
St. Louis, MO
Trinity Wealth Advisors LLC
Eric Steiner is a CFP® with 32 years of industry experience and is currently with Trinity Wealth Advisors LLC in St. Louis, MO. He has been with the Trinity organization since 2001 through its various entities. Steiner has an inactive role receiving residuals from selling annuities in the past. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, and provides retirement plan consulting for businesses. The firm uses a goals-oriented wealth management process that integrates lifestyle and legacy objectives with investment advice and typically implements portfolios through outside institutional managers under its oversight.
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