Trinity Wealth Advisors LLC
SEC RegisteredYou've built wealth. Now the decisions carry more weight.
About the firm
Trinity Wealth Advisors, founded by Jim Matush in 1997, helps affluent families make thoughtful financial decisions with objectivity, coordination, and purpose, aligning wealth with personal values and a Christian worldview. The firm does not sell proprietary investment products, instead working with a range of investment, legal, and insurance specialists to provide comprehensive, goal-focused financial advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Life-Wealth Planning, Investment Management, Charitable Giving, advanced planning, investment consulting, relationship management, tax planning, estate and legacy strategies, and coordination with investment, legal, and insurance specialists.
Who they serve
Affluent families, particularly those approaching retirement, selling a business, managing an inheritance, navigating a major life change, or outgrowing their current advisor, who share Christian values and seek to align their wealth with their beliefs and long-term goals.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of August 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 Wealth 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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