Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate with the independent broker-dealer. The Huntington Beach, California-based group has some 150 financial advisors and over $2 billion in client assets.
Irvine, California‑based Trilogy Financial launched Trilogy Tax & Consulting, an affiliated company that will provide tax preparation and consulting services for its clients.
Trilogy said the affiliate would help its advisors connect clients with tax professionals, identify tax planning opportunities and integrate tax mitigation strategies into financial plans. The firm said the services are intended for individual, family and business‑owner clients.
“We are excited to continue building out our capabilities available through our affiliated businesses with the addition of our new tax and consulting offering,” said Jeff Motske, Co‑Founder, President and CEO of Trilogy Financial. “As clients’ financial lives become increasingly complex, it is important to provide services beyond traditional investment management.”
Founded in 1999, Trilogy has 10 regional offices and more than $5 billion in advisory and brokerage assets.
In March 2024, Trilogy announced an investment by Toronto‑based private equity firm Peloton Capital Management.
“The launch of Trilogy Tax & Consulting reinforces our ongoing focus on partnership, organic growth and delivering differentiated resources to help advisors better serve clients,” Motske said. Read more here.
...We are at our best as educators and space-makers for a deeper engagement with the financial world, and all our work with our clients should spur on hope.
Many people in my profession would not make an immediate leap from the late physicist and cosmologist Stephen Hawking to our work of capital markets, mutual funds and financial planning. This is understandable. Our work in financial advising is overtly pragmatic. It’s either mathematical or fervently personal, with little room for theory or imagining the “why” behind what we do. It is—I suggest—so much like the world of science Hawking was awakened to 50 or more years ago. He watched as the imaginations of his peers went deeply to the practical, to the technological, while he dreamed of deeper questions about how and why.
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