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

Tom Hofbauer

Managing Partner
Economic & Investment Strategist

Jill Powers

Jill Powers

Managing Partner
Certified Financial Planner

Steve Hess

Steve Hess

Managing Partner
Certified Financial Planner

Adam Smith

Adam Smith

Managing Partner
Certified Financial Planner

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 46073
260-319-4969