Trinity Financial Advisors is a fee-only financial planning and
investment management firm. We provide financial planning and
investment management services on a fee-only basis that is not
contingent on the purchase or sale of any financial product.
Therefore, we maintain total objectivity and suggest the course
of action that is best for you.
Our business philosophy is based on objectivity, fairness, full
disclosure, confidentiality, integrity, honesty and
professionalism. We measure investment performance against the
proper benchmark and monitor and report performance on a semi-
Through our comprehensive planning process, we get a precise
view of your entire financial picture. Then, with all of the
information at hand, we recommend a plan and investment strategy
custom-tailored to your needs.
John began his career as a financial advisor with The AYCO
Corporation, the largest provider of executive financial
counseling services to Fortune 500 companies. He then served
eleven years with Deloitte & Touche, a Big Four public
accounting firm where he provided counseling services to
corporate executives and other high net worth individuals.
Before founding Trinity Financial Advisors, LLC in late 1999,
John spent four years at Ronald Blue & Co., a national fee-only
financial advisory firm. He earned his Bachelor of Science in
Finance degree and Master of Business Administration (Finance
concentration) degree from Northern Illinois University. John is
a CERTIFIED FINANCIAL PLANNER professional and a NAPFA®
Registered Financial Advisor.
Ellen L. Dowling Financial Advisor
Nancy Ladd Financial Advisor
|Mon.||8:30 AM - 6:00 PM|
|Tue.||8:30 AM - 6:00 PM|
|Wed.||8:30 AM - 6:00 PM|
|Thu.||8:30 AM - 6:00 PM|
|Fri.||8:30 AM - 6:00 PM|