The digitization of financial services is upon us and with it comes an opportunity to grow—not just in our use of technology, but also in the way we serve clients. In this age of hybrid financial advice, where clients wish to experience the same autonomy they have on Amazon with the customized advice they get from their therapist, we have a lot of growing to do in the industry to meet these demands. Innovation is the key and technology is just a piece of the puzzle.
Trilogy targets aviation professionals in largest deal of the year
Trilogy Capital of Irvine, Calif., acquired Mountain Capital Investment Advisors of Westminster, Colo. Mountain Capital has spent 15 years as a standalone SEC-registered investment adviser and has more than $1 billion in total client assets.
The deal, which Trilogy described as its largest of 2026, represents its 11th office and second location in Colorado. The firm also has operations in California, Arizona and Massachusetts.
Brandt Burns, a Marine Corps veteran and former airline pilot, founded Mountain Capital in 2011. The firm serves individuals, families and small businesses, and it specializes in aviation professionals, and its staff includes current or former pilots and airline leaders.
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Independent advisors need to lead the recruiting and training of a new generation of wealth managers, according Jeff Motske, president and CEO of Trilogy Financial, $3 billion hybrid RIA based in Huntington Beach, Ca.
“The public wants independent advisors and the industry is moving in that direction,” he said. “Clients are already asking older advisors about who is going to advise them when the advisor retires. Older clients want someone who can see their family through the estate transition process. A younger planner gives clients confidence that someone will be there to help them through their entire life and afterward.”
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