Trinity Financial Advisors LLC
Trinity Financial Advisors LLC (CRD# 133191) is a financial advisory firm headquartered in Worthington, OH. They manage $165,941,476 in 536 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management166MILLION
Total Number of Accounts536ACCOUNTS
Average Account Value$309,592
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Geoffrey Biehn (CRD# 4873865) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Worthington, OH and has over 13 years of experience in the finance industry. Geoffrey Biehn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.