Business Details
Your Trusted Financial Partner in Columbus, Ohio
At Trinity Financial Advisors, we believe financial planning transcends numbers and accounts. Our purpose is to help clients achieve their financial goals while fostering a spirit of generosity that encourages investing in what matters most. We prioritize earning trust through personalized service, listening before planning, and implementing disciplined investment strategies tailored to each client's unique circumstances. With decades of combined experience, we approach wealth management holistically, integrating life planning with financial expertise.Our fiduciary commitment ensures every recommendation aligns with client interests, supported by transparent processes and a focus on long-term relationships over transactional interactions. We specialize in wealth planning, tax-efficient strategies, risk management, and family governance, collaborating with external professionals to provide comprehensive solutions. Our growth through client referrals reflects our dedication to integrity, excellence, and the communities we serve.
Services
Wealth Planning
Tax Strategy
Estate Planning
Risk Management
Family Governance
Business Advisory
Highlights and features
- We operate under a fiduciary standard, legally bound to act in your best interests
- Our personalized approach integrates financial planning with life goals and values
- We maintain transparent fee structures with no product sales or commissions
- Our team combines decades of business experience with disciplined investment expertise
- We prioritize long-term relationships built through client referrals and consistent service
Associations and certifications
- Fee-Only Fiduciary Firm
Services
Wealth Planning
We develop comprehensive wealth plans that integrate financial goals with personal values and life aspirations. Our approach considers market conditions, risk tolerance, and unique client circumstances to create adaptable strategies that evolve with changing needs while maintaining tax efficiency and long-term growth potential.
Tax Strategy
Our tax-efficient strategies minimize liabilities through strategic investment selection, timing of distributions, and charitable giving opportunities. We coordinate with CPAs to optimize tax outcomes across investment portfolios, estate planning, and business interests while maintaining compliance with evolving tax regulations and maximizing client financial efficiency.
Estate Planning
We help preserve wealth across generations through coordinated estate planning that addresses asset protection, healthcare directives, and charitable giving. Our approach ensures proper documentation, minimizes tax impacts, and aligns with client values while collaborating with legal professionals to implement customized solutions that protect family legacies.
Risk Management
Our risk management services assess insurance coverage needs, asset protection strategies, and business continuity planning. We evaluate legal exposures and ownership structures to safeguard client assets while ensuring alignment with overall financial objectives and providing peace of mind against unforeseen circumstances.
Family Governance
We facilitate financial knowledge transfer for multi-generational families through educational programs and structured wealth transition plans. Our services include teaching financial literacy to younger generations, creating incentive-based inheritance frameworks, and advising on business succession strategies that maintain family harmony and preserve entrepreneurial legacies across generations.
People
Geoffrey Biehn
Founder & Financial Advisor
Geoffrey Biehn leads Trinity Financial Advisors with over 25 years of experience in wealth management. He specializes in creating personalized financial strategies that align with client values while maintaining fiduciary responsibility. Geoffrey actively participates in community initiatives and focuses on building long-term client relationships through transparent communication and disciplined investment approaches.
Anthony Calvino
Certified Financial Planner
Anthony Calvino joined Trinity Financial Advisors as a Certified Financial Planner professional. He brings expertise in financial planning and investment management, focusing on helping clients achieve their goals through comprehensive wealth strategies. Anthony works closely with clients to develop personalized plans that address both immediate needs and long-term objectives while maintaining ethical standards.
Questions
What services does Trinity Financial Advisors offer?
We provide comprehensive financial planning, investment advisory services, tax strategy, estate planning, risk management, family governance, and business advisory services tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, we operate under a fiduciary standard of care, legally required to act in our clients' best interests at all times without conflicts of interest.
How are your fees structured?
We are a fee-only firm with transparent pricing. We do not sell financial products, earn commissions, or receive third-party compensation for recommendations.
Do you work with clients outside Ohio?
While based in Columbus, Ohio, we serve clients nationwide through virtual consultations and digital collaboration tools while maintaining personalized service.
What makes Trinity different from other advisors?
Our holistic approach combines financial expertise with life planning, emphasizing integrity, transparency, and multi-generational wealth management tailored to each family's unique circumstances.
