Triune Financial Partners, LLC

Triune Financial Partners serves individuals (including high‑net‑worth clients), defined contribution and defined benefit retirement plans, charities, corporations, endowments and scholarship funds, offering discretionary individual portfolio management, model portfolio management, financial planning, retirement plan consulting/management and focused consulting services. The firm also provides client reporting and communications and publishes general educational materials, videos and newsletters while offering periodic educational seminars and workshops.

Its investment approach is grounded in Modern Portfolio Theory and typically favors passive, asset‑class exposure delivered through low‑cost mutual funds and ETFs — the brochure notes a particular reliance on institutional Dimensional Fund Advisors (DFA) funds — implemented with written Investment Policy Statements, annual reviews and discretionary execution for both individualized and model portfolios. Triune evaluates suitability by considering clients’ objectives, time horizon, tax considerations and allows for client‑imposed investment restrictions; it also offers retirement plan services under both ERISA 3(21) advisory and 3(38) manager roles.

What is noteworthy in the brochure are several dual‑role and publishing activities that are less common among multi‑team peers: certain firm personnel are licensed insurance agents/brokers and may receive commissions for insurance sales, an associated person is a licensed attorney who may provide legal services in a separate capacity, and the firm discloses referrals to accounting professionals. The firm also charges for authoring articles/white papers, publishes newsletters and runs paid seminars/workshops and uses model portfolios in client communications — all activities the brochure highlights and that are relatively uncommon for firms of this type.