A complete list of active advisors currently associated with Trinity Wealth Advisors LLC
Warmer can help you find a great advisor at Trinity Wealth Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Trinity Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
St. Louis, MO
| 36
| |
St. Louis, MO
| 45
| |
St. Louis, MO
| 39
| |
St. Louis, MO
| 33
|
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