Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a
collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each
team member are the key to giving you the best guidance, coaching you towards your real life goals.
Wealth & Asset Management
Investing Consulting
Wealth Protection & Wealth Transfer
Advanced Planning
Relationship Management
Check out what our clients have to say about us!
"My husband and I have been with Michael Fibiger at Trilogy Financial for almost 5 years. We started with a financial plan and have since moved several accounts over to him. He has helped us with protection, planning, college accounts, retirement, and has assisted with my husband‘s employer retirement. We also have plans in place in case we need a nest egg. He has recommended countless professionals and assistance of everything from wills to insurance planning. We have even opened separate accounts to grow personal money. Mike meets with us yearly to go over each year and make plans for the next. He is always easy to reach and we have tremendous confidence in his knowledge and how he handles our investments. We have referred several other families to Mike and our son is interested in starting investments with him as soon as he is able. I can’t describe how relieved we are to have confidence with our money."
"I have been a Trilogy client for over 10 years and am very confident in the personal service I receive from my advisor Mike Fibiger. He's knowledgeable and attentive, highly personable, and quickly responds to any questions I have. His recommendations are spot on for my goals as I progress through retirement."
"The team at Trilogy Financial not only understands the intricacies of wealth management but also takes the time to comprehend our unique goals and aspirations. Their commitment to fostering a genuine partnership is evident in every interaction, creating a sense of trust and confidence. I appreciate the proactive and comprehensive strategies employed by Trilogy Financial. Their support has not only safeguarded our assets but has also empowered us to make informed decisions with a clear understanding of the potential outcomes. In times of economic uncertainty, having a reliable and responsive financial advisor is invaluable. Mark has consistently demonstrated a deep commitment to our financial success, and I wholeheartedly recommend their services to anyone seeking a partner in building a confident and prosperous future."
