Trinity Financial Partners
Trinity Financial Partners Team
Trinity Financial Partners Joins Forces with Merit Financial Advisors Effective December 6, 2024.
We are excited to announce the next phase of our firm, the merger of Trinity Financial Partners and Merit Financial Advisors. Our same team, local office, and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Learn more about our team here or call us at (610) 687- 8040.
About Trinity Financial Partners
We collaboratively plan, model, and implement each step of your financial journey. We help fit all the pieces of your financial puzzle together including Retirement Income Planning, Estate Planning, Education Planning, Cash Flow Analysis, Investment Management, Charitable Planning, Risk Management Planning (including Life, Disability, Long-Term Care and Business Planning. This results in confident decisions today based upon the future modeled impact of each decision. Your financial roadmap keeps us on track with a continual service and review process that is individualized to ensure we stay aligned with your goals.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
We seek to enrich your life by striving together toward financial freedom, wellness and confidence in decision making.
Resources
We’re here to guide you in enhancing and preservation your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.
