Get Retirement Right

The Trilogy Difference

Your Certified Experts

We are a team of Certified Financial Planner^™ professionals, working together for you. Only Certified Financial Planner^™ professionals have met the standards needed to achieve the CFP^® certification.

A Planning-driven Process

We believe Planning is the engine that drives good decisions. At Trilogy Wealth Advisors, our CFP^® professionals guide you step-by-step through our interactive planning process

A Team Approach

Because your Wealth Planning needs are complex, we bring a team of experts – each with their own area of focus – to you. Unlike most financial firms, at Trilogy we all work for you.

Our Managing Partners

Our company is owned by our Managing Partners and each member of our team serves you. We collaborate to bring you insights from the entire Trilogy Team. We don’t work for bonuses, quotas or promotions; we work for you.

Tom Hofbauer

Managing Partner
Economic & Investment Strategist

Jill Powers

Managing Partner
Certified Financial Planner™

Steve Hess

Managing Partner
Certified Financial Planner™

Adam Smith

Financial Planning Director
Certified Financial Planner™

Steve Fireovid

Financial Advisor

Why We Choose Independence.

Why We Choose Cambridge.

We’re an independent firm, which means we are not affiliated with the big Wall Street investment banks. We have the freedom to structure our business in a way that best benefits our clients.

Our team has chosen to align with Cambridge Investment Research, Inc. headquartered in Fairfield, Iowa. Cambridge is an independent broker-dealer and Registered Investment Adviser. Cambridge serves as our back office and processes investment business while providing additional support and resources so we can focus on our most important duty – serving you.

Cambridge is an 11-time honoree in the Broker-Dealer of the Year annual poll by Investment Advisor magazine. To learn more about Cambridge, visit http://joincambridge.com.

Check the background of investment professionals on FINRA's BrokerCheck.

516 East High Street
Bryan, Ohio 43506
419-636-4001

211 East Maumee Street, Suite 101
Angola, Indiana 46703
260-319-4969

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, MI, MO, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA , WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Trilogy Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Investment Advisor magazine, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its advisors in the Investment Advisor Broker-Dealer of the Year 2018 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating advisors surveyed in June of the 11 years listed. Your experience may vary. Visit thinkadvisor.com.

Trilogy Wealth Advisors