Trinity Financial Advisors named a Five Star Wealth Manager

We are pleased to announce that for the second year in a row, Trinity Financial Advisors LLC has been named a Five Star Wealth Manager.

To earn this designation, Five Star Professional partners with local publications (Columbus Monthly) to identify and independently assess wealth managers against 10 objective criteria such as client retention rates, client assets administered, professional credentials, and a favorable regulatory and compliance history. It is an honor to have been chosen among hundreds of wealth managers and recognized as a firm known for our knowledge, quality service, and experience, and to be counted among the two percent of wealth management firms in the central Ohio market to earn the Five Star designation in 2017.

While it is a privilege to be recognized for our work, what encourages us most is your continued trust in our firm.  For that we are grateful.

As seen in the October 2017 issue of Columbus Monthly