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Managing your financial life may feel a complicated, stressful, time-consuming chore. Trilogy Financial encourages a better perspective – you can enjoy the journey.

Enjoy the journey

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Trilogy Financial offers a disciplined high-touch experience, providing deeply individualized planning with dynamic solutions for today and tomorrow.


Our Trilogy

While our expertise covers a wide array of solutions, most of what we do falls under our three main service areas – wealth management, insurance, and corporate retirement plans – our trilogy.

You experience personalized, proactive outreach, empathy, and a high level of sincerity not typically seen in this industry. Our mission is to truly know you, so you receive the ultimate care in meeting your financial goals.

Services & Specialties

Formed around a veteran team of professionals with decades of complementary knowledge, we are your trusted resource to bring seemingly complex financial decisions down to earth through a process-based approach, leading to greater financial confidence and success. We work closely with you on a personal level, to offer you comprehensive, integrated solutions with superior outcomes.

Our Process

Experience Trilogy – where your financial goals meet exceptional, personalized solutions.

Our process

Who We Are

We’re communicators, experts, and doers – proactive partners who help you meet immediate goals.

Who we are

Our Services

Our Trilogy of specialties – 
Wealth Management | Insurance | 
Corporate Retirement Plans

Our services
Team photo

Our Team

Comprehensive. Responsive. Caring. Knowledgeable. Our well-rounded team has worked together for a long time, and with our over 100 years of combined experience, we’ve seen it all.

We’re people persons. We treasure our clients. And our clients refer us to their friends, colleagues, and family. They like us and that speaks volumes about who we are.

See our specialists
Financial Times Top Financial Advisers - FT 401 October 2020

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 Advisers” list, (October 2020). Listing is produced annually by the FInancial Times. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.