Recognized for what we do best – serving our clients

Being recognized for the work that we do isn’t something we thrive upon or actively seek out, and so messages like this one sometimes feel at odds with the firm we’ve taken great care to build. Our sense of worth as a firm isn’t derived by winning awards. Our satisfaction comes from our intentional approach and working on a daily basis to help you achieve your specific goals and objectives. But every now and then we believe it can helpful to share good news. And I believe it is validating for our clients to see that the trust we strive hard to earn through our work also has been recognized by those who independently and carefully assess the work of hundreds of wealth managers.

That trust – and our firm’s steady growth – is almost entirely word of mouth and borne of personal relationships that put people first. Our growth is in large part because clients like you have expressed confidence in our work – and for that we are tremendously grateful.

So to put this in perspective, the two recent acknowledgements that Trinity has been honored for with regard to wealth management are because of you.  

For the fourth 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 again for 2019.

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 the second year in a row. Even as central Ohio experiences significant growth, Trinity ranks as one of only seven 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 2019 issue of  Columbus Monthly.

As seen in October 2019 issue of Columbus Monthly.

IMPORTANT DISCLOSURE INFORMATION

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Trinity is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see corresponding participation data/criteria). Unless expressly indicated to the contrary, Trinity did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Trinity by any of its clients.  ANY QUESTIONS: Trinity’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.