TRINITY PORTFOLIO ADVISORS, LLC
SEC RegisteredTrinity is a financial planning firm that helps clients align their wealth with their values.
About the firm
Trinity is a financial planning firm that helps clients align their wealth with their values. They implement a strategic approach to define goals, examine current reality, develop personal strategies, and continually review progress. Their services span wealth management, financial planning, and retirement plan advisory.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including strategic asset allocation, fixed income portfolios, globally diversified equity portfolios, risk managed/balanced portfolios, alternative investments, and asset servicing; financial planning; and retirement plan advisory services for Qualified Retirement Plans such as 401(k) plans.
Who they serve
Clients seeking to align their wealth with their values, investors, and business owners with Qualified Retirement Plans such as 401(k) plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 441 | $99M |
| High Net Worth Individuals | 98 | $360M |
| Charitable Organizations | 82 | $71M |
| State/Municipal Entities | 1 | — |
50 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRINITY PORTFOLIO ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.