Trilogy Financial, a privately-held financial planning firm with over $2 billion in client assets, utilizes a combination of our best technology and broad perspective to help you advance your tomorrows.

Each unique financial story requires a unique financial plan. How can we help you?

 
Whenever your story takes you
Trilogy is There.

Jeff Motske, CFP®, Founder and CEO

  • Radio Show Host
  • Published Author
  • 30 Years of Planning Experience
  • Hands-On Leader and Visionary
  • Nationally-Recognized Speaker
Personal

Our Founder's Promise to Every Client

Money is too personal to leave to the product-pushers and robots. Since Trilogy doesn't own financial products and clients are advised by real people, face to-face, our only job is to hear you, understand your priorities and advise accordingly. This commitment comes from our founder, Jeff Motske, CFP®, who to-this-day actively advises clients with the same passion which he started with 25 years ago.

Credible

Over 20,000 Clients 

The goals you're trying to reach are complex and sometimes feel overwhelming. You need a partner who has the foundation of experience and resources to address your real priorities. With over a hundred advisors coast to-coast, over 20,000 clients and over $2 Billion in client assets, Trilogy brings you the scale and experience of the big guys, with the heart of your neighborhood advisor.

Current

Experience + Technology to Advance Your Tomorrows

Every financial decision you makes connects to all the others in surprising and critical ways. We have the expertise and the technology to help you visualize the cause and effect of your financial decisions. Using the best data available-all in one safe place-we can show you what your tomorrow might look like. Bringing it all together for you simply and accurately is our highest achievement.

With attentive commitment to each unique financial journey, Trilogy's trusted advisors apply innovative tools to show you how your choices affect your future. It's no wonder why over 20,000 clients have confided in us to give perspective on their tomorrows.

All information herein has been prepared solely for informational purposes and is not an offer to buy, sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securites and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA, SIPC and a Registered Investment Advisor. Additional advisory services offered through TrilogyCapital, Inc., a Registered Investment Adviser. Registered representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect intransactions in securities or the rendering of personalized investment advice for compensation will not be made abset compliance with state Broker-Dealer, agent or Investment Advsier Representative registration requirements or an applicable exemption or exculsion. Trilogy Financial, TrilogyCapital Inc. and NPC are separate and unrelated entities.

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