Unique planning solutions and high quality service to help reach your financial goals.

Brecher, Greenberg & Brinson Group team photo

Our mission is to work with clients to identify their financial goals and establish financial security. At Trilogy Financial, we offer quality service through our team of highly qualified specialists. We understand all goals are unique, which is why we’ll take the time to get to know you and create a customized plan to fit your needs.

We have one of the best teams around

The Financial Times has recognized Clay Brinson as one of the top defined-contribution retirement plan advisors three years running. Many thanks to our hardworking team here at Trilogy Financial, our incredible clients and partnership with Northwestern Mutual. We couldn’t have done it without you.

The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.