Trinity Financial Partners Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Trinity Financial Partners is a financial services firm based in Berwyn, Pennsylvania, providing independent, fiduciary-supported planning for individuals and families. The firm focuses on comprehensive wealth management, covering investment management, retirement, education, estate, insurance (life, disability, and long-term care), and charitable giving, with a fee-based planning approach that centers clients’ interests and independence from product sales. Its service model emphasizes holistic planning and ongoing engagement beyond initial recommendations, aligning with clients’ financial goals and risk tolerance. In addition to its independent advisory stance, the company operates within the broader securities and advisory landscape through Kestra Investment Services, LLC and related entities, and its recent activity includes a merger involving Trinity Financial Partners II, LLC and Financial Design Group, Inc. in the context of the Pennsylvania-based firm’s growth trajectory. The organization serves as a fiduciary advisor to clients, with a structure that separates product implementation from planning services as a subsequent step. } } } { } } }** Hmm, correction: The JSON must be exact. Remove extraneous braces. Let me craft properly. }** Wait. Ensure valid JSON. I'll provide: {

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