that will benefit you now and in the future.

What do you mean by Legacy?

Determining the best decisions for you, your loved ones, and the causes that you care about most.


Mergers & Acquisitions

Focusing on long-term success for the benefit of firms and their clients.


Outreach Program

Providing education and options for those in our community who may not own a business or work in the business world.


Our sole priority is YOU

We focus on helping you understand and design your Legacy - your individual interests, passions, and goals. By synergistically utilizing financial, legal, and accounting services together, we offer a comprehensive foundation to provide for your present needs and assist you in creating a superior Legacy.

Explore Services


Committed to


 Deploy an effective guided planning system aimed to
achieve financial well-being for each client

Motivated by


Support each client in identifying and developing opportunities to achieve life goals

TriFound's Mission

TriFound’s mission is to design and provide a Legacy for each of our clients in order to benefit not only them, but what they leave behind.


TriFound has office locations across the country. 

View All Office Locations

Contact us today to speak with a Wealth Manager nearest you.

Connect with us to request a Complimentary Consultation

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Past performance doesn’t reflect future success.

The Federal Deposit Insurance Corporation (FDIC) operates as an independent agency created by the Banking Act of 1933. It provides deposit insurance guaranteeing the safety of a depositor's accounts in member banks up to $250,000 for each deposit ownership category in each insured bank.

All financial services are completed by independently licensed financial professionals. No CPA or attorney will give any financial advice. All legal services are completed by independently licensed attorneys. No CPA or financial professional will give any legal advice. All accounting and tax services are completed by independently licensed CPAs. No financial professional will give any tax advice.