Our number-one job: earn trust daily

We’ve always believed that earning trust is equally as important as wise counsel and smart money management. While the latter two jobs are extremely important regarding the work we do on behalf of clients, we don’t get the opportunity to do that work if we haven’t first earned their trust. That trust – and our firm’s steady growth – often comes by word of mouth when others who have had a rewarding experience with us share it with others (and to every client who has ever referred us or spoken well of our approach, we are grateful).

When it comes to investing decisions, we consistently compare our approach to research and analyses from sources and organizations considered independent and well-respected to validate our conclusions. For that reason, we want to share with you two recent acknowledgements that Trinity has been honored for with regard to wealth management.    

For the third 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 (see the October issue of 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 top wealth management firms in the central Ohio market to earn the Five Star designation in 2018.

Additionally, Financial Advisor – the nation’s most-read financial planning magazine of investor strategy and market information – has named Trinity Financial Advisors LLC to its national ranking of Registered Investment Advisors (RIA) list for 2018. Trinity ranks as one of only six central Ohio-based firms managing at least $200M in total assets to make the list.

We are truly honored to receive this kind of recognition from organizations that understand and evaluate the merits of our work. However, this is only possible through the continued trust that clients place in us in helping them invest in what matters.

Thank you for placing your trust in us.

As seen in October 2018  Columbus Monthly

As seen in October 2018 Columbus Monthly