Great Falls, VA Office
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Trio Wealth Management, LLC
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Firm-wide stats for Trio Wealth Management, LLC
About
Trio Wealth Management is a fee-only, SEC-registered advisory firm that serves individual and high‑net‑worth clients with discretionary investment management and comprehensive financial planning. Its services include ongoing and project-based financial planning across areas such as retirement, estate, tax strategies, cash flow and business planning, along with portfolio management and the option to allocate assets to independent third‑party managers.
The firm’s investment approach is grounded in modern portfolio theory and emphasizes strategic asset allocation, diversification, and a blend of passive and active vehicles; fund and ETF selection is based on factors such as underlying holdings, tax efficiency, and liquidity. For certain mandates TWM delegates day‑to‑day management to Independent Managers while retaining supervisory oversight, and it has arrangements to utilize large institutional managers (including BlackRock and J.P. Morgan) for specific bond and equity strategies.
What is distinctive about Trio relative to many peers is its active offering of educational seminars and speaking engagements for groups and organizations—delivered virtually or in person and presented as general, non‑individualized education. The firm also combines flexible planning engagements (ongoing or project‑based) with a model that integrates institutional custodial platforms and third‑party managers, allowing internal oversight alongside externally managed strategies.
Based on Trio Wealth Management, LLC
Expertise
Based on Trio Wealth Management, LLC
Location
774 A Walker Road
Great Falls VA 22066
Advisors at this office
3
Advisors at this office
Kevin M
CFP®
Great Falls, VA
Trio Wealth Management, LLC
Kevin Mcloughlin is a CFP® professional with six years of industry experience, currently advising at Trio Wealth Management, LLC. His prior experience includes roles at Chain Bridge Bank, United Capital Financial Advisers, Arista Wealth Advisors, and Capital Financial Services. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm combines strategic asset allocation and a mix of passive and active investment vehicles with options to delegate management to independent third-party managers while maintaining supervisory oversight.
Lauren B
Series 65
Great Falls, VA
Trio Wealth Management, LLC
Lauren Bell is a financial advisor at Trio Wealth Management, LLC in Great Falls, VA. She holds a Series 65 designation and has been in the industry since 2022, with prior experience at HH Global and Pride Global. Lauren joined Trio Wealth Management in 2024. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies to align with clients’ objectives and risk tolerance.
Michelle H
CFP®, Series 65
Great Falls, VA
Trio Wealth Management, LLC
Michelle Hundley is a financial advisor at Trio Wealth Management, LLC with 10 years of industry experience. She holds the CFP® and Series 65 credentials. Prior to joining Trio in 2023, she worked at Goldman Sachs (formerly United Capital Advisors, LLC) for five years and Hemington Wealth Management for four years. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm’s investment approach combines strategic asset allocation, diversification, and a mix of passive and active vehicles, and it offers educational seminars and flexible planning engagements alongside oversight of third-party managers.
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