Trinity Financial Partners

Trinity Financial Partners was formed in 2000 when three separate firms, sharing one value system and vision for the future, came together in response to a growing need among clients for independent and objective advice in the insurance and investment management fields. These founding Principals understood that we could best serve clients by providing access to sound solutions available in the marketplace without bias toward a particular company or product type. Bringing a history of 40 years of serving businesses and families, our clients appreciate our consultative approach, our integrity and our ability to apply time-tested financial knowledge toward achieving their goals.