Helping clients invest in what matters.

Our purpose is to help clients achieve their financial goals while also inspiring a spirit of generosity that encourages them to invest in what matters most.

Trinity Financial Advisors provides fee-only financial planning and investment advisory services to individuals and families.

Our focus is on earning our clients' trust and helping them achieve their goals.

Integrity in our relationships.

Our reputation is only as strong as the company we keep. For us, trusted relationships matter.

Discipline in our approach.

We listen before planning. Plan before investing. And invest on behalf of those we serve with clarity regarding their unique circumstances.

Excellence in our work.

We believe that good work affords more opportunity. Since our founding, we have grown solely by referral from satisfied clients who believe in us and the way we conduct our business.