Trinity Financial Advisors LLC

Trinity Financial Advisors LLC (CRD# 133191) is a financial advisory firm headquartered in Worthington, OH. They manage $116,615,000 in 542 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $215,157
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Trinity Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Geoffrey R. Biehn
CRD#: 4873865
7140 N. High Street, Suite 240, Worthington, OH 43085
96
Wealthminder
score

Geoffrey Biehn (CRD# 4873865) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Worthington, OH and has over 12 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.

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