Where are Trilogy Wealth Advisors employees located globally?

Trilogy Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Trilogy Wealth Advisors's team size changed over time?

Trilogy Wealth Advisors's team has remained stable from approximately 4 to 4 employees based on available data.

Trilogy Wealth Advisors Employee Directory

Investment ManagementOhio, United States2-10 Employees

Trilogy Wealth Advisors is an investment management firm that specializes in retirement and financial planning. The firm collaborates with individuals, families, and business owners to develop comprehensive plans aimed at retirement success, exploring multiple scenarios through a structured Wealth Planning Process. Based in Bryan, Ohio, with an additional office in Angola, Indiana, Trilogy serves clients in the Midwest and emphasizes a team-based approach to financial guidance. The organization operates in partnership with Cambridge Investment Research, Inc. for various registered representative and investment advisory activities, reflecting its positioning within the broader financial services landscape as a small, independent provider focused on individualized planning rather than large-scale advisory platforms.

Trilogy Wealth Advisors Global Highlights

North America
10

United States Of America
10

Trilogy Wealth Advisors's Leadership

J. M.
Managing Partner
Mobile Phone
Email
C. B.
Service Associate
Mobile Phone
Email
J. T.
Licensed Service Associate
Mobile Phone
Email

Trilogy Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Trilogy Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Managing Partner
Mobile Phone
Email
Oct 16, 2024
C. B.
Service Associate
Mobile Phone
Email
Jun 03, 2026
J. T.
Licensed Service Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Trilogy Wealth Advisors known for?

Trilogy Wealth Advisors was founded in 2007 operates in the Investment Management industry. Explore Trilogy Wealth Advisors's company overview page for more information.

What is Trilogy Wealth Advisors's most common email format?

Trilogy Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trilogy Wealth Advisors email formats with LeadIQ.

How many employees does Trilogy Wealth Advisors have currently?

Trilogy Wealth Advisors has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Trilogy Wealth Advisors's key employees and leadership?

As of July 2026, Trilogy Wealth Advisors's key employees include:

Managing Partner: J. M.
Service Associate: C. B.
Licensed Service Associate: J. T.

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Trilogy Wealth Advisors Employee Directory

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