Founded in 1996, Trinity Financial Advisors, LLC is an independent, fee-only registered investment advisor (RIA). The firm is committed to acting as a fiduciary, providing objective and personalized financial guidance. Their services encompass a wide range of financial needs, including investment management, retirement planning, estate planning, tax strategies, and philanthropic giving, primarily for an affluent clientele. Their mission is to help clients achieve their financial goals through a disciplined, long-term approach to wealth management.

Founded in

United States