A complete list of active advisors currently associated with Triune Financial Partners, LLC
Warmer can help you find a great advisor at Triune Financial Partners, LLC or one who fits your needs even better.
Triune Financial Partners serves individuals (including high‑net‑worth clients), defined contribution and defined benefit retirement plans, charities, corporations, endowments and scholarship funds, offering discretionary individual portfolio management, model portfolio management, financial planning, retirement plan consulting/management and focused consulting services. The firm also provides client reporting and communications and publishes general educational materials, videos and newsletters while offering periodic educational seminars and workshops. Its investment approach is grounded in Modern Portfolio Theory and typically favors passive, asset‑class exposure delivered through low‑cost mutual funds and ETFs — the brochure notes a particular reliance on institutional Dimensional Fund Advisors (DFA) funds — implemented with written Investment Policy Statements, annual reviews and discretionary execution for both individualized and model portfolios. Triune evaluates suitability by considering clients’ objectives, time horizon, tax considerations and allows for client‑imposed investment restrictions; it also offers retirement plan services under both ERISA 3(21) advisory and 3(38) manager roles. What is noteworthy in the brochure are several dual‑role and publishing activities that are less common among multi‑team peers: certain firm personnel are licensed insurance agents/brokers and may receive commissions for insurance sales, an associated person is a licensed attorney who may provide legal services in a separate capacity, and the firm discloses referrals to accounting professionals. The firm also charges for authoring articles/white papers, publishes newsletters and runs paid seminars/workshops and uses model portfolios in client communications — all activities the brochure highlights and that are relatively uncommon for firms of this type.
To learn more about the advisors currently working at Triune Financial Partners, 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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")