Fee-Only Planning
Financial planning and investment advice are provided on a fee-only ba
Trinity Financial Advisors
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About Trinity Financial Advisors
A financial advising firm in Columbus. Trinity Financial Advisors provides fee-only financial planning and investment advisory services to individuals and families. Its approach begins with listening, followed by planning and investing based on each client's circumstances and goals. The firm helps clients consider wealth planning within the broader context of life planning, including family, quality of life, and generosity. Services draw on diverse business experience and investing expertise to inform wealth planning and counsel. Trinity emphasizes transparent service, disciplined investing, and relationships with clients. It works with people seeking guidance on their financial goals and investment decisions.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Personalized Approach
Planning and investing address each client's circumstances and goals.
Wealth Planning
Advice considers wealth planning within the broader context of life pl
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