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.
Money is something every couple talks about and struggles with at some point and it can be one of the biggest sources of stress in a relationship. Add kids to that, and you’ve got even more financial demands and desires to think about. It’s something Chris and I constantly have to work on and we’re still not where we’d like to be in the twilight of our careers. But outside of winning the lottery, how can we fix our financial woes? Is it too late for us?
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Trilogy Capital, Inc. (Trilogy), a nationally recognized advisor-founded, -owned, and -led wealth management firm with operations in California, Colorado, Arizona and Massachusetts, announced the acquisition of Mountain Capital Investment Advisors, LLC (Mountain Capital). Based in Westminster, Colorado, Mountain Capital has operated independently for the past 15 years as a standalone SEC Registered Investment Advisor with over $1 billion in total client assets. The addition of Mountain Capital represents Trilogy's largest deal of the year and its eleventh office location and second in Colorado.
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” said Jeff Motske, CFP®, Co-Founder, President & Chief Executive Officer, Trilogy. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”
Founded in 2011 by US Marine Corps Veteran and former airline pilot Brandt Burns, Mountain Capital was built to guide advisory clients through the financial complexities of their lives, careers and retirements. Today, the firm has a diverse set of individual, family and small business clients, as well as a particular focus on working with aviation professionals. The firm's experienced financial professionals even include current and former pilots, airline leaders and other industry experts who deliver highly specialized financial guidance rooted in real-world experience. Read more.
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