Phone: (312) 245-1300    

Trinity Financial Advisors

CONNECT

Address:

541 North Fairbanks Ct Suite 1060
Chicago, IL 60611

Phone:

(312) 245-1300 , Outside of Illinois (877) 287-4648

Fax/Other:

(312) 245-9009

Affiliations

We are proud to offer access to additional programs and services for the benefit of our valued clients.  Learn more about our offerings below.  

 

Everplans

Everplans help you to organize, store, and share your most important documents, healthcare information, and life wishes. This includes obvious things like wills and insurance papers, but also other items you may not have considered such as account numbers, email passwords, family recipes, and final wishes. With the guidance of an Everplan, you can learn what a complete plan should contain, and how to fill in gaps in your planning. We offer this program to all of our clients, free of charge. For more information, please click here.


Client Perks, Scholars Tuition Rewards, Trinity Financial Advisors, Chicago, IllinoisSAGE Scholars Tuition Rewards

When you enroll in this program, Trinity Financial Advisors will post reward points, similar to frequent flyer miles, equivalent to 2.5% of your investments under our management every six months. The points can be redeemed for discounts of up to one full year's tuition (spread evenly over a projected four years of attendance) provided by participating private colleges and universities.

Students that you may sponsor include your children, grandchildren, nieces, nephews, godchildren, and other family members. We offer this program to all of our clients, free of charge. For more information, please click here.

 

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

 

 

 

 

Dimensional Disclosure

 

 

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