Trinity Financial Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

760 Communications Pkwy Ste 200, Columbu...

Phone Number

(614) 848-7667

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Trinity Financial Advisors

Trinity Financial Advisors offers fee-only financial planning and investment advisory services aimed at helping individuals and families achieve their financial goals. The company emphasizes building trusted relationships with clients and operates with integrity, discipline, and excellence. Their approach involves listening to clients' needs before planning and investing, ensuring clarity regarding each client's unique circumstances. Trinity Financial Advisors has grown through referrals from satisfied clients who appreciate their commitment to quality service.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Trinity Financial Advisors Org Chart

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Geoffrey Biehn, President at Trinity Financial Advisors
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trinity Financial Advisor...

<$5M
1-10
Private
-
2000
<$5M
11-50
Private
-
1998
ND
Nicholas DorsettFinancial Professional
<$5M
1-10
Private
-
2010
DM
David MartySenior Manager, Tax
Illustration of an envelope

Trinity Financial Advisors Tech Stack

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Frequently Asked Questions Regarding Trinity Financial Advisors

What is Trinity Financial Advisors's official website?
Trinity Financial Advisors's official website is www.tfadvisors.com
What is Trinity Financial Advisors's Revenue?
Trinity Financial Advisors's revenue is <$5 Million
What is Trinity Financial Advisors's SIC code?
Trinity Financial Advisors's SIC: 62,628
What is Trinity Financial Advisors's NAICS code?
Trinity Financial Advisors's NAICS: 52,523
How many employees does Trinity Financial Advisors have?
Trinity Financial Advisors has 1-10 employees
What industry does Trinity Financial Advisors belong to?
Trinity Financial Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Trinity Financial Advisors competition?
Trinity Financial Advisors top competitors include: Longview Advisors, Seamount Financial Group
What technology does Trinity Financial Advisors use?
Some of the popular technologies that Trinity Financial Advisors uses are: goo.gl, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Trinity Financial Advisors?
Trinity Financial Advisors contact info: Phone number: (614) 848-7667 Website: www.tfadvisors.com
What does Trinity Financial Advisors do?

Trinity Financial Advisors offers fee-only financial planning and investment advisory services aimed at helping individuals and families achieve their financial goals. The company emphasizes building trusted relationships with clients and operates with integrity, discipline, and excellence. Their approach involves listening to clients' needs before... planning and investing, ensuring clarity regarding each client's unique circumstances. Trinity Financial Advisors has grown through referrals from satisfied clients who appreciate their commitment to quality service.Read More

Is Trinity Financial Advisors a public company?
Trinity Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Trinity Financial Advisors

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