Trinity Financial Advisors LLC

Trinity Financial Advisors LLC, established in 2004 and registered with the U.S. Securities and Exchange Commission in 2015, offers investment advisory services to individuals and high net worth individuals. The firm provides discretionary investment advisory services on a fee-only basis, with fees based on a percentage of assets under management. Clients can also receive financial planning and consulting services on a fee-only basis. Trinity Financial Advisors LLC tailors investment strategies to each client's needs, primarily allocating assets among various securities and funds. The firm does not participate in wrap fee programs and does not receive compensation from the sale of securities. Clients are encouraged to review financial planning issues and account performance annually. The firm recommends the use of Charles Schwab as a broker-dealer/custodian and does not vote client proxies. Trinity Financial Advisors LLC does not have any disciplinary history, bankruptcy petitions, or financial conditions that may impair its ability to meet commitments. Clients are provided with written transaction confirmations and account statements regularly. For any questions, clients can contact the Chief Compliance Officer, Geoffrey Biehn.