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We Are More Than Financial Planners

We Are Life Planners.

Pursue financial freedom with personalized virtual coaching from a Trilogy Advisor. Schedule a virtual introduction today.


We don’t just invest, we coach.

Every day, with every piece of advice, we empower our clients to live wealthy.

Our clients know that they have not just one Advisor, but a team behind them because collaborative and fresh ideas are the key to giving our clients the best guidance. Our Financial Advisor teams prioritize relationships and place you at the center of everything we do – always coaching you towards your real life goals.
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Financial Coaching

Receive one-on-one counseling from our certified Advisors to keep you on track and set you up for financial success.
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Personalized Plans

We compose data-driven customized plans to help you realize your specific goals and to put you on a path to financial independence.
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Client Portal

We give you access to your own portal where you can upload and store information, documents and see all your financial accounts in one convenient, secure platform.

Sound Investment Advice & Coaching

We are passionate about being an advocate for our clients, every step of the way.
Your Trilogy Financial Advisor is committed to coaching you through a plan tailored to your goals. Because one size does not fit all, we utilize a number of investment philosophies and techniques so we can be your investment fiduciary and make sure you know all of your options. Whether you’re directing your investments on your own, or would like a personal coach to help you feel confident in your decisions, your Trilogy Financial Advisor can play a dynamic role in helping you pursue your financial dreams.
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We coach 20,000 households

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25+ Advisors with 25 years of investment management experience


We serve over $2 Billion in brokerage & advisory assets

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Portfolio structures available for varying risk appetites

We are here to empower you with your own decisions or coach you through your journey.

perry johnson


West Covina, CA

Trilogy Financial Stories

“I have worked with many of the advisors at Trilogy Financial. Their knowledge and caring attitude has been exceptional. In particular, Michael Broker has continued to monitor our financial needs and has gone above and beyond to improve our financial health. All of the advisors at Trilogy are among the best I have known.”
Jeff Motske | President and CEO
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17011 Beach Blvd. Suite 800
Huntington Beach, CA 92647
(844) 356-4934
Some advisors associated with this material are registered representatives of LPL Financial (“LPL”) and are Investment Advisor Representatives (“IAR’s”) for Trilogy Capital Inc. (“TC”). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA / SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
© 2021 Trilogy Financial Services, Inc. All Rights Reserved.

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