Welcome to Trilogy Financial

Trilogy Financial advises couples, families, individuals and businesses, guiding wealth with prudent planning and years of collective wisdom and experience. We invite you to discover a central, powerful resource for financial planning... a company that designs its services around you, giving you a level of financial care that's second to none.

Trilogy's Seventh Annual Economic Update
A premier experience for financially conscious individuals.

News and Events

Trilogy on the Steve Harvey Show

Check out what Jeff Motske has to share about financial compatibility on the Steve Harvey Show.

read article

OC Register - Trilogy Financial Casts Wide Net for Recruitment

Check out what the OC Register is saying about Trilogy!

read article


  • steve harvey
  • ktla 5
  • fox 10
  • studio 11 la
  • cbs 4
  • abc 7
  • fox 5
  • cbs boston

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and 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 transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc., and NPC are separate and unrelated entities.   NPC Privacy Policy │ TFS Privacy Policy