18 Things You Should Do If You Want to Retire Early

Trilogy Capital, a hybrid registered investment advisor based in Irvine, Calif., has struck its largest deal of the year with Mountain Capital Investment Advisors, a $1 billion RIA based in Westminster, Colo.

The move marks Trilogy’s second office in Colorado and its 11th overall, with a footprint in California, Arizona and Massachusetts.

Mountain Capital was founded in 2011 by U.S. Marine Corps veteran and former pilot Brandt Burns and specializes in working with aviation professionals. Other team members include current and former pilots, airline executives and industry experts. Burns and other senior leaders owned the firm, according to its most recent Form ADV.

“Partnering with Trilogy allows us to maintain our firm’s personalized service and expertise, while enhancing additional offerings that matter most to our clients,” Burns said in a statement.

Mountain Capital, which will keep its brand name with the move, offers consulting services, including interview preparation for pilots and aviation professionals, as well as tax preparation for airline professionals. The services will be combined with Trilogy’s existing Trilogy Tax & Consulting, an affiliated company the firm launched in September.

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“We all must work together for the client, connecting and collaborating to help solve their problems.” – Jeff Motske

Robert Reiss: Let's roll back to 1999. Talk about your vision for Trilogy.

Jeff Motske: I created the model that we use at Trilogy Financial, which is the combination of tax, financial and estate planning. In my previous life I was in the retirement planning space, but I knew there was more out there. I was working with my clients, and I recognized they had needs that we didn't service. So, I built a little network to better serve those needs, specifically tax and estate planning. Then I realized that a more comprehensive solution needed to be created, and the only way to realize this vision was to start my own firm…and that was the very beginning of Trilogy Financial. The way I look at it, tax, estate and financial planning may be in different lanes, but they're all on the same highway heading toward our clients' final destination. We all must work together for the client, connecting and collaborating to help solve their problems.

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