Trinity Financial Advisors LLC

Trinity Financial Advisors LLC (CRD# 133191) is a financial advisory firm headquartered in Columbus, OH. They manage $263,632,857 in 647 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    647
    ACCOUNTS
  • Average Account Value
    $407,470
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
  • Selection of other advisers (including private fund managers)
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 - 3 of 3 top financial advisors.
1
Clay J. Acer
CRD#: 6112873
760 Communications Parkway, Suite 200, Columbus, OH 43214

Clay Acer (CRD# 6112873) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 2 years of experience in the finance industry. Clay Acer 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.

2
Geoffrey R. Biehn
CRD#: 4873865
760 Communications Parkway, Suite 200, Columbus, OH 43214

Geoffrey Biehn (CRD# 4873865) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 16 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.

3
Benjamin J. Hartings
CRD#: 6162027
760 Communications Parkway, Suite 200, Columbus, OH 43214

Benjamin Hartings (CRD# 6162027) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 7 years of experience in the finance industry. Benjamin Hartings 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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