Corporate Profile

Trinity Financial Partners, Inc., began in January, 2000, formalizing business relationships between partners in our Glenside and Wayne, PA, and Ontario, CA offices spanning over 20 years.   Our firm represents over 125 years of combined experience in the financial and estate planning field, with specific expertise in asset management, advanced estate planning, and corporate and executive benefits.  Our mission is to guide our clients in becoming excellent stewards of their financial resources by maximizing the combined efforts of our diverse planning experts and staff.  We will accomplish this through our commitment to our five core business values, which are apparent at all levels of the organization and are integral to the planning process undertaken with each of our clients:

  • To Honor God
  • To Strengthen Families
  • To Develop People
  • To Pursue Excellence
  • To Grow Profitably

Click Here to Learn More About Us