What Trinity Financial Group does

Trinity Financial Group is a privately held financial advisory firm headquartered in Omaha, Nebraska with a secondary office in Lincoln. Founded by Matt Green, a Marine Corps veteran with more than 25 years of industry experience, the firm focuses on retirement-focused financial planning for individuals and families. The team consists of approximately 10-15 professionals with nearly 75 years of combined experience, holding credentials such as CFP and LUTCF.

The firm's core offering bundles investment management, financial planning, tax minimization, legacy and estate planning, Social Security optimization, insurance, and charitable giving guidance into an integrated retirement plan. Trinity operates as an affiliated advisor under CreativeOne Wealth's Registered Investment Advisor (RIA) platform, which provides the back-office infrastructure for compliance, custody, and trading. The firm has built niche practices for physicians and medical professionals and for first-generation wealth builders (led by team member Jordan Brill), and produces ongoing educational content including a video series called "Right On The Money" and paid community workshops such as "Retirement Planning Today."

Trinity Financial Group generates revenue primarily through fee-based investment advisory services on assets under management and through commissions on insurance and annuity products. The go-to-market strategy is relationship-led and locally focused, leaning on community engagement (for example, the Teacher Impact Grant), referral networks, and brand recognition reinforced by consecutive Best of Omaha awards in 2025 and 2026. The addition of a $49 paid workshop format represents a newer low-friction acquisition channel that doubles as a modest revenue line in its own right.

Name

Trinity Financial Group

Legal name

Trinity Financial Group

Website

https://trinityne.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Trinity Financial Group is a privately held Omaha, Nebraska-based financial advisory firm specializing in retirement-focused planning for individuals and families, offering investment management, tax strategies, legacy planning, and insurance under CreativeOne Wealth's RIA platform.

Ownership category

akta.pro rank

Product category

Retirement Financial Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industries

Tax-Aware Investment Planning (FSAEAAAE), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Retirement planning services
• Financial advisory services
• Wealth management
• Investment advisory
• Estate planning services

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services provided through CreativeOne Wealth, LLC, a registered investment advisor. Services include portfolio management, rebalancing, and ongoing financial guidance with fiduciary duty of care.
2. Insurance and Annuity Products: Insurance products including long-term care, disability, health, life insurance, and annuities. Advisors receive commissions for the sale of insurance and annuity products.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Trinity Financial Group delivers fee-based retirement and financial planning advisory services for individuals and families, anchored in nine integrated service areas: investment strategy and management, comprehensive financial strategizing, tax-minimization, legacy/estate preservation, Social Security optimization, portfolio risk and cost analysis, retirement income strategizing, insurance solutions, and charitable giving approaches. Investment advisory services are executed through CreativeOne Wealth, LLC, a registered investment advisor, with insurance and annuity products generating commission-based revenue. The firm also runs persona-specific programs for physicians and first-generation wealth builders, plus educational workshops and video content.

Product overview

Trinity Financial Group offers a comprehensive suite of retirement-focused financial planning services through a unified advisory platform. The core offering consists of nine integrated service areas: Investment Strategy & Management, Comprehensive Financial Strategizing, Tax-Minimization Approaches, Legacy Preservation & Strategizing, Social Security Optimization, Portfolio Risk and Cost Analysis, Retirement Income Strategizing, Insurance Solutions, and Charitable Giving Approaches. These services are delivered through personalized advisory relationships led by founder Matt Green and supported by a team of certified financial planners. The firm also provides specialized programs including the Omaha Retiree Tax Map for retirees, On-Call Wealth Planning for medical professionals, and the First-Gen Wealth Builder Lab for emerging wealth builders. Educational resources include downloadable guides on Social Security, RMDs, and 401k management, plus video content through the Right On The Money series. The firm operates the Trinity Financial Client Experience Portal for ongoing client access. Community engagement includes the Teacher Impact Grant program. The company has been recognized as Best Individual Financial Planner in Omaha Magazine's Best of Omaha awards for 2025 and 2026.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Strategy & Management Tailored investment management services for retirement strategies that align with financial goals, emphasizing diversification, long-term growth, and portfolio protection. Delivered for individual pre-retirees, retirees, families, and investors in the Nebraska market.
• Comprehensive Financial Strategizing Holistic financial strategy development covering wealth accumulation, asset protection, tax minimization, legacy strategizing, income strategizing, long-term care provisions, and life insurance. Designed for individuals and families preparing for or living in retirement.
• Tax-Minimization Approaches Strategies to identify tax savings opportunities and reduce tax liabilities during retirement, including income tax, property tax, sales tax, state taxes, and capital gains tax minimization. Targeted at retirees and pre-retirees.
• Legacy Preservation & Strategizing Estate planning strategies to ensure assets pass on according to client wishes, including power of attorney designation, living wills, blended family considerations, and special needs management. Designed for families and individuals with multi-generational wealth transfer needs.
• Social Security Optimization Advisory services for maximizing Social Security benefits through optimal filing timing decisions, considering financial needs, retirement goals, and spousal benefit strategies. Targeted at individuals approaching or in retirement.
• Portfolio Risk and Cost Analysis Risk assessment and cost analysis services evaluating market variables, portfolio vulnerabilities, and investment strengths for informed decision-making. Designed for individual investors and retirees managing existing portfolios.
• Retirement Income Strategizing Comprehensive retirement income planning including savings contributions, investment management, Social Security optimization, and tax efficiency to create sustainable income streams. Targeted at pre-retirees and retirees.
• Insurance Solutions

Quantifiable outcome

• Back-to-back Best of Omaha award winner for 2025 and 2026

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• CreativeOne Wealth, LLCcoreTechnology or IntegrationRegistered investment advisor providing the advisory platform and infrastructure for Trinity Financial Group's investment management services. Trinity operates as an affiliated advisor under CreativeOne Wealth's RIA platform, with clients accessing portfolios through CreativeOne Wealth client portal.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Facet Wealth: A digitally delivered RIA providing flat-fee retirement and financial planning to individuals nationwide. Competes for the same pre-retiree and retiree segments as Trinity, but via a virtual rather than in-person model.
• Buckingham Strategic Wealth: An RIA specializing in evidence-based retirement income planning and tax-efficient wealth management for individuals. Closely aligned with Trinity's fee-based, planning-first philosophy and pre-retiree focus.
• Carson Wealth (Mariner Wealth Advisors): Founded in Omaha, Carson Wealth (now part of Mariner Wealth Advisors) is a large RIA platform and one of Trinity Financial Group's most direct local competitors, offering retirement and wealth planning to individuals and families across the same Nebraska market with a similar relationship-based model.

Broad incumbents

• Edelman Financial Engines: The largest independent RIA in the U.S., with a strong retirement-planning focus and a hybrid advisor-plus-digital advice model. Represents a scaled incumbent competing for Trinity's same target clients nationally.
• Wealth Enhancement Group: A national RIA with a strong retirement-income and tax-planning orientation built largely through advisor acquisitions. Comparable service offering to Trinity with substantially more scale and resources.
• Mariner Wealth Advisors: A national, scaled RIA serving high-net-worth individuals and families with comprehensive financial planning. Comparable service breadth to Trinity but at significantly larger scale and geographic reach.
• Creative Planning: One of the largest independent RIAs in the U.S., headquartered in Overland Park, KS, serving a similar mass-affluent and retiree base with comprehensive financial, tax, and estate planning. Regional incumbent with comparable client profile.

Others

• Commonwealth Financial Network: An independent broker-dealer and RIA platform supporting thousands of financial advisors. Comparable to Trinity's platform-based operating model (via CreativeOne Wealth) in how advisor firms access custody, technology, and compliance.
• Sanctuary Wealth: An RIA platform supporting independent advisors with compliance, operations, and investment infrastructure. Comparable to CreativeOne Wealth as an enabling platform for advisor-led firms like Trinity.
• CreativeOne Wealth: Trinity's RIA platform partner and the registered investment advisor through which Trinity delivers its investment advisory services. As an affiliated platform, it is the most directly comparable operating model in terms of compliance, custody, and portfolio management infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/TrinityFinGroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trinity Financial Group