Trilogy Wealth Advisors

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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.

Thinking about a prepaid debit card? Consider the pros and cons.
10/16/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
10/14/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Have a kid heading off to college? Here are a few tips.
10/12/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

What actually happens when the U.S. government shuts down?
10/09/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
10/07/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
10/05/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

College, kids and costs.
10/02/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

Ever wonder about those free credit scores you get once a year?
09/30/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Ever heard of a Roth 401(k)? Would one be right for you?
09/28/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Learn how insurance deductibles work, and how they can help you save money.
09/25/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

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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