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Trinity Financial Advisors, LLC

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Lansing
CRD Number
Website trinityfinancialonline.com
Client types

Overview

Trinity Financial Advisors is an independent wealth advisory practice in East Lansing, Michigan, serving individuals and families with fee-based investment management and financial planning services. The firm works in partnership with Private Advisor Group for advisory oversight and uses LPL Financial for brokerage. Trinity Financial focuses on helping clients accumulate and manage assets for retirement, college savings, inheritance transfer, and estate planning. The firm emphasizes a client-centric model aligning its compensation with client outcomes and aims to deliver transparent, long-term support through disciplined portfolios and online access to planning tools.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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