Trilogy is more than just Financial Planners; they are Life Planners. This philosophy extends not only to their clients but also to their partners and employees. Trilogy has built a reputation for partnering with transitioning advisors who genuinely care for their clients. The firm understands the importance of ensuring that, after a career of building lasting relationships, its partners want their clients to continue to be well-cared-for and reach their financial objectives. Trilogy's goal is to help their partners and their clients "Finish Well."  Trilogy is one of the fastest-growing RIAs in the country, offering hybrid services through a team-based planning and centralized service model. With over 70+ advisors, including Certified Financial Planners (CFPs), averaging 13 years of industry experience, Trilogy emphasizes exceptional client service and retention, which is key to a positive succession planning experience for both their partners and clients. By leveraging Trilogy's centralized services, such as investments, trading, planning, marketing, and their MACK service center support, partners can focus on the "highest and best use of their time." This approach not only enhances business performance by freeing up time for meaningful client interactions but also promotes a higher quality of life through Trilogy's collaborative and supportive culture.

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Trilogy enhances partners' planning skills through access to Emoney, providing powerful financial planning tools and detailed client plans. Trilogy offers training and mentorship programs led by their planning experts, along with specialized support from their Qualified Plan division for areas like 401(k) planning and retirement solutions. Trilogy's centralized service model, led by the Mack Service Center—named after their late co-founder Kevin 'Mack' Mackintosh—minimizes time spent on administrative and para-planning tasks, allowing partners to focus more on their clients. With dedicated teams for Investments, Trading, Marketing, and Service Operations, combined with Emoney for streamlined data management, Trilogy ensures partners can work efficiently and devote more time to high-value activities.

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Trilogy offers full back-office support and centralized operations so advisors can focus on client-facing activities.

Trilogy has a dedicated Qualified Plan division, staffed with six subject matter experts, who manage a portfolio of 35 plans and provide comprehensive support across all aspects of plan design and administration. Advisors can rely on this experienced team to handle the complexities of qualified plans, allowing them to focus on other areas of client service. Additionally, Trilogy offers estate planning services through a trusted third-party partner, Wealth.com, providing expert guidance and support in managing clients’ estates.

Advisors partnering with Trilogy can tap into comprehensive event planning resources, including client seminars and workshops, as well as family wealth transition support to help clients navigate generational planning. Trilogy also provides referral support, helping advisors generate new business through trusted networks. To further drive engagement and client education, advisors have access to 401(k) employee education seminars and can leverage quarterly newsletters to stay connected with clients and prospects.

Trilogy has a dedicated practice management team that can help advisors define staff roles and responsibilities, guide employee performance reviews, and recommend efficient workweek structures. They will also assist in identifying growth strategies and managing offices toward specific KPIs to drive success.