Trinity Financial Planning

Trinity Financial Planning is a fee-only advisory firm that serves individuals and families, including high-net-worth clients, and provides integrated financial planning, tax planning and discretionary investment management. The firm manages roughly $102.9 million for about 60 clients and also offers shorter-scope engagements for specific projects or single-session consultations.

Investment work is grounded in a long-term, market-efficient approach that emphasizes disciplined asset allocation and typically relies on no-load mutual funds and exchange-traded funds rather than individual stock selection or market timing. Advisors evaluate each client’s tax situation, risk tolerance and goals before recommending portfolios, provide ongoing discretionary management and conduct regular account reviews and planning meetings.

Compared with many peers, the firm combines a fixed-fee component with an asset-based management component and makes limited-scope services (a “financial tune-up” and a project retainer) available for discrete client needs. Trinity maintains an institutional custody relationship with a major custodian, participates in the Alliance of Comprehensive Planners and does not vote client proxies (clients retain proxy voting responsibility), which may differ from common practices at similarly sized firms.