A complete list of active advisors currently associated with Triunity Financial Planning, LLC

Warmer can help you find a great advisor at Triunity Financial Planning, LLC or one who fits your needs even better.

Triunity Financial Planning, LLC provides financial planning and discretionary portfolio management to individual clients and offers contractual bookkeeping and financial reporting services for small businesses and nonprofit organizations. Financial planning is offered either as a one‑time project or as an ongoing subscription engagement. The firm implements passive, long‑term, asset‑allocation strategies grounded in Modern Portfolio Theory, typically using ETFs, mutual funds, stocks, and bonds and managing accounts on a discretionary, buy‑and‑hold basis. Planning clients receive written plans and, for subscription clients, quarterly follow‑ups and an annual comprehensive review to update goals and implementation. Notably, the firm periodically conducts educational seminars and speaking engagements that are explicitly informational rather than sales‑oriented, a practice that is uncommon among peer independent advisers. The practice operates at a very small scale (about $106,477 in discretionary assets and two clients) and the principal also provides bookkeeping services for a nonprofit and manages rental property interests outside the advisory business.

To learn more about the advisors currently working at Triunity Financial Planning, 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
Tarsha House	Edmond, OK	4

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