Founded in 1999, Trilogy Financial operates as a comprehensive financial planning and wealth management firm. The company's mission is to bring clarity and confidence to its clients' financial lives by acting as a "personal CFO." They offer a wide range of services including investment management, retirement planning, insurance solutions, and estate planning, focusing on developing long-term, personalized strategies for individuals, families, and business owners. Trilogy Financial's advisors are affiliated with Cetera Advisor Networks LLC.

Founded in

United States