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Trinity Financial Advisors
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Trinity Financial Advisors
Our Approach
Our Story
Meet the Team
Community Involvement
Schwab Account
Client Planning
Addepar Portal
Insights
Our Approach
Folder: About Us
Back
Our Story
Meet the Team
Community Involvement
Folder: Client Access
Back
Schwab Account
Client Planning
Addepar Portal
Insights
The Quarter in Review | 4Q 2020
Geoffrey Biehn 2/9/21 Geoffrey Biehn 2/9/21

The Quarter in Review | 4Q 2020

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The Quarter in Review | 3Q 2020
Geoffrey Biehn 11/16/20 Geoffrey Biehn 11/16/20

The Quarter in Review | 3Q 2020

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The Quarter in Review | 2Q 2020
Geoffrey Biehn 7/27/20 Geoffrey Biehn 7/27/20

The Quarter in Review | 2Q 2020

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The Big Give
Geoffrey Biehn 6/2/20 Geoffrey Biehn 6/2/20

The Big Give

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Clay Acer Earns CFP®
Geoffrey Biehn 5/27/20 Geoffrey Biehn 5/27/20

Clay Acer Earns CFP®

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The Quarter in Review | 1Q 2020
Geoffrey Biehn 5/5/20 Geoffrey Biehn 5/5/20

The Quarter in Review | 1Q 2020

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Helping clients invest in what matters.

760 Communications Parkway, Suite 200
Columbus, Ohio 43214

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Office (614) 848-7667
Fax (614) 848-7661

 

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*Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. Trinity Financial Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Trinity Financial Advisors, LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products.