Phone: (312) 245-1300    
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Our mission at Trinity Financial Advisors is to provide objective financial advice...
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...through a team approach that will enable you to achieve your financial goals.
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A full-service advisory firm offering investment management,
financial planning, life planning, and tax preparation.

Trinity Financial Advisors

541 North Fairbanks Ct Suite 1060
Chicago, IL 60611
Phone:
  • (312) 245-1300
  • Outside of Illinois (877) 287-4648
Fax:
  • (312) 245-9009

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About Us

 

 

 

John Wimbiscus CFP RLP NAPFA Registered Trinity Financial Advisors

I started Trinity Financial Advisors, LLC in 2001 as a platform to provide objective financial advice amidst an environment with growing regulatory complexities and market uncertainty. Since that time, my family here at Trinity has grown to include my current team of advisors and support staff.

We greatly value our long-term relationships with our clients. Every client has a dedicated advisor that they can contact at any time with questions regarding their investment portfolio and/or financial plan. Generally, every client meeting is held with both the dedicated client advisor and myself as part of our team approach.

John W. Wimbiscus, CFP®, RLP®

Principal

 

 

Five Star Wealth Manager, John Wimbiscus, Trinity Financial Advisors, LLCCertified Financial Planner, John Wimbiscus, Trinity Financial Advisors, LLC ChicagoThe National Association of Personal Financial Advisors, John Wimbiscus, Trinity Financial Advisors, LLC ChicagoFinancial Planning Association, John Wimbiscus, Trinity Financial Advisors, LLC Chicago

 

 

 

 

 

Better Business Bureau, John Wimbiscus, Trinity Financial Advisors, LLC ChicagoMD Preferred Services, John Wimbiscus, Trinity Financial Advisors, LLC Chicago

 

Fee Only Disclosure

 

Paladin Disclosure

 

 

 

 

 

 

Dimensional DisclosureNote:  There is not a partner relationship between Dimensional Fund Advisors LP and Trinity Financial Advisors, LLC.  Only the use of Dimensional Funds.