Overview

Trilogy is an independent financial planning firm in Cherry Creek. Majority of new business is consultative planning and fee based management on our RIA platform. Our client assets also consist of mutual funds, annuities, permanent (IUL) life insurance, and alternatives.

We are an office of 25 advisors/support staff/marketing etc. looking to purchase or bring in house an established practice and to help an advisor cleanly transition their business in the clients' best interest. We have a strong culture of planning and providing a first class client experience. Although ours may be different from a transitioning advisor, we would like the opportunity to discuss how we could meet somewhere in the middle, beneficial to all parties involved.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Oct. 10, 2016

Business Data

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Clearing Firm / Custodian

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