No Paint by Numbers

We aren’t like other financial firms that have an agenda. We are focused on you and your needs.


We spend as much time as necessary to understand your financial lives, needs, and wishes. Then we create a realistic financial plan for your long- and short-term goals, based on market trends, tax law, and alternative solutions.


Objectivity and trust are key in serving you. As “fee-only” advisers, our advice and recommendations are based only on your best interests, not on pushing investment products that are merely “suitable” while generating commissions.


Financial planning can be intricate and complex – involving everything from cash-flow analysis and investment planning to elder-care planning and trust services. One advisor cannot be an expert in all aspects of your plan. So we rely on a team of credentialed, experienced Tri-Star professionals to make sure you receive the best advice, addressing the intricate details of your unique situation.

“I have been a client with Tri-Star Trust since 2002… What I like best is they give me specific recommendations based on my individual situation but let me make the final decision.”