The Triune Way

Triune is a completely independent firm. We relentlessly pursue clarity, simplicity and transparency for our clients. We are a fiduciary, which means we commit to putting your interests above our own.

Our five partners have a combined 150+ years of experience. We put that deep knowledge to work in two ways: We help individuals, couples and families find financial freedom through financial life planning and create custom corporate retirement plans for businesses, churches and nonprofits.

Our credentials include:

  • Certified Financial Planner™ (CFP®)

  • Certified Kingdom Advisor® (CKA®)

  • Chartered Financial Consultant® (ChFC®)

  • Chartered Financial Analyst® (CFA)

  • Chartered Life Underwriter (CLU)

  • Master of Business Administration (MBA)