Trinity Financial Partners

Trinity Financial Partners is an independent financial advisory firm based in Berwyn, Pennsylvania. With 19 employees, the company generates $4 million in annual revenue. They specialize in comprehensive financial planning, assisting families and businesses with wealth management, investment strategies, retirement planning, education planning, estate planning, insurance planning (life, disability, and long-term care), and charitable giving. The firm prioritizes client interests by employing a fee-based planning process. Trinity Financial Partners stands apart from traditional financial advisors due to its independence, not being tied to any specific company or product. This allows them to offer unbiased recommendations tailored to each client's unique needs and goals. Trinity Financial Partners provides clear and transparent financial guidance, outlining their comprehensive planning process on their website. They also emphasize their fiduciary responsibility, ensuring they act in their clients' best interests at all times. Interested parties can learn more about Trinity Financial Partners and their services by visiting their website at trinityfinancialpartners.com. Securities are offered through Kestra Investment Services, LLC (Kestra IS), a member of FINRA/SIPC, while investment advisory services are offered through Trinity Financial Partners II, LLC.