Broker Check

Our Strategic Partners

As a client of Trinity Financial Strategies, you become the beneficiary of powerful resources provided by our national network of professional partners.

LPL Financial

LPL Financial is the number one independent broker dealer in the industry, as reported by Financial Planning magazine, June 1996-2014, based on total revenue. LPL Financial has over $465 billion in advisory and brokerage assets as of June 30, 2014. As members of FINRA and SIPC, LPL Financial has also fostered relationships with the leading providers of financial solutions and products. This influence, combined with access to cutting-edge resources and technologies, allows us to offer our clients the most advanced wealth management strategies.

Private Advisor Group

As a member of Private Advisor Group, a nationwide network of leading financial advisors, Tim and his team at Trinity Financial Strategies have access to a community of like-minded advisors with whom we share best practices. By leveraging the resources of LPL Financial’s research and compliance teams, we are able to focus our attention fully on delivering the best service and solutions for our clients. We share Private Advisor Group’s commitment to delivering customized, comprehensive financial advice that helps our clients pursue their unique financial goals, without the inherent conflicts of interest and commission-based pressures found with many brokerage firms.