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

Jeft Motske CFP® - America's Voice For Financial Independence

"Financial Freedom is a Way of Life." - Jeff Motske, CFP®

free book Take the Compatibility QuizRead Jeff's Latest Blogpost
jeff show
jeff show

Jeff is an author, an entrepreneur, a radio host and is recognized among the top 1% of financial advisors in America. Weekly Jeff and his sidekick Kimber Holdaway provide timely and time-tested thoughts on financial matters in their radio show, "The Jeff Motske Show." The show helps listeners turn theory into practical next steps which are unbiased and proven to help anyone take next steps toward financial independence.

LISTEN Live Weekly

  • SAT 9:00 - 10:00 AM PST

    Patriot Radio iHeart Radio
  • SAT 2:00 - 3:00 PM PST

    template3_logo-(1).png Tunein_logo2014-svg.png
  • SUN 10:00 - 11:00 AM PST

    am830 Radio

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.

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 dollars in client assets, Trilogy brings you the scale and experience of the big guys, with the heart of your neighborhood advisor.

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.

Jeff built Trilogy to fulfill what we call "The Founder's Promise:" The firm will seek to provide every client with individualized advice and personal service to help reach financial independence. That commitment paired with our technology and experience is just part of the reason over 20,000 people have trusted us over the years to help advance their tomorrows.