The Best Question to Ask Clients – And Yourself

Much has been said about the rise of robo-advisors in the financial services industry. With tens of billions of dollars being invested in these online platforms, it is undeniable that consumers are craving the speed, efficiency and data that they can provide. While many of us agree that no computer can offer the one-on-one relationship that a client-advisor relationship can, we would be remiss to ignore this growing trend.

Some advisors react to the rise of these platforms by dismissing the trend and lamenting about the good old days when an account application could fit on a postcard. What they should be doing is exploring why robos are so appealing and what aspects of that technology could be incorporated into their practices.

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Trilogy Capital acquired Mountain Capital Investment Advisors, an independent registered investment advisor based in Westminster, Colorado, with more than $1 billion in total client assets. The transaction represents Trilogy’s largest acquisition of 2026 and expands the wealth management firm to 11 office locations, including two in Colorado.

Mountain Capital has operated independently for approximately 15 years after being founded in 2011 by U.S. Marine Corps veteran and former airline pilot Brandt Burns. The firm serves individuals, families, and small businesses, with a particular specialization in financial planning for aviation professionals.

Its team includes current and former pilots, airline executives, and other aviation industry professionals who provide financial guidance informed by their industry experience.

Mountain Capital will retain its existing brand, leadership team, advisors, and employees following the transaction.

The company also provides tax preparation and consulting services, including….read more.