Trilogy Wealth Advisors

Trilogy Wealth Advisors Trilogy Wealth Advisors is a team of CERTIFIED FINANCIAL PLANNER (tm) professionals and investment advisors.

Our team offers retirement and financial planning, asset management and insurance advice to families, individuals, and business owners. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SPIC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Trilogy

Wealth Advisors are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, of which we cannot verify completeness or accuracy.

The beans brewed for your morning coffee may have changed hands many times.
09/02/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
08/31/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
08/28/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Extended care refers to services needed by those who have a chronic illness or disability.
08/26/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Test your estate strategy knowledge with this short quiz.
08/24/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/21/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
08/19/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
08/17/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
08/14/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Do you know the difference between a credit lock and a credit freeze?
08/12/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Address

516 E High Street
Bryan, OH
43506

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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