Trinity Financial Advisors, LLC
Trinity Financial Advisors, LLC. was founded in 2000 as a fee-only financial advisory firm. The firm is primarily engaged as a financial planning and investment advisory firm who as a part of its services to clients gives general and specific investment advice. Financial planning clients are analyzed as to net worth, ten-year projected cash flow, ten-year projected income taxes, estate objectives, investment objectives and current insurance needs. Investment advice may be general asset allocation guidelines or in certain instances, more specific advice and management of a discretionary investment account.
It is our goal that Trinity Financial Advisors will be your “Family CFO”. Trinity Financial Advisors promotes and nurtures long-term relationships with our clients that will continue through their lifetime and with generations to come. In this way, clients are assured that their families have a trustworthy advisor in place to turn to for honest, intelligent, unbiased feedback and advice.