Welcome to Trinity Financial Partners, where we are helping families and businesses multiply, manage and enjoy wealth. We are an Independent financial advisory firm focused on Comprehensive planning to include investment management, retirement planning, education planning, estate planning, insurance planning (life, disability and long term care), and charitable giving.
 
View our Planning Process Here: http://www.trinityfinancialpartners.com/trinity-planning-process/

Independent
We are not tied to any one company or product; we work for you. Trinity was formed to protect our independence on behalf of our clients. Our fee-based planning process allows us to work with your interests foremost in our mind when making recommendations. We are a fiduciary advisor to our clients. Product implementation is a separate engagement and is a natural next step in our planning process.
 
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Trinity Financial Partners II, LLC. Kestra Investment Services, LLC (Kestra IS), is not affiliate with Trinity Financial Partners, LLC. 

This LinkedIn page is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra AS, Trinity Financial Partners and Premier Financial Group may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Investment Services, LLC Compliance Department at 737-443-2582.

FINRA: www.finra.org 
SIPC: www.sipc.org

Investment Management

Trinity Financial Partners

Trinity Financial Partners' headquarters in Berwyn, PA, United States

Christopher Gleeson

This department provides financial advisory and pension management services to clients.

Financial Services

This department handles the administrative and operational support functions essential for efficient business processes.

Operations Management

This department provides strategic oversight and guidance for company initiatives and vision.

Trinity Financial Partners

Org chart

Teams

Financial Services

Operations Management

Founders Office

Offices

Trinity Financial Partners

Org chart

Teams

Financial Services

Operations Management

Founders Office

Offices

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