Bassett Financial Advisors

Trilogy Wealth Advisors, located in Bryan, Ohio, is a team of Certified Financial Planner professionals committed to providing personalized financial planning services. Focused on a collaborative approach, they leverage the expertise of each team member to deliver insights tailored to clients' complex wealth planning needs. As an independent firm, Trilogy Wealth Advisors aligns with Cambridge Investment Research Inc., ensuring the freedom to prioritize client interests without the constraints of traditional Wall Street affiliations. Their team, driven by a desire to foster informed financial decisions, emphasizes a planning-driven process designed to enhance clients' financial quality of life. Generated from the website

We offer comprehensive and collaborative financial planning services. Our team of experienced advisors will chart a course to help you get where you want to go while enjoying the journey. But our focus is not building wealth for the sake of wealth. Instead, we want to help build stewards. We want you to live a life of abundance without the constant need to gain more. By shifting your mindset away from scarcity, your financial future already becomes brighter. That’s just the first step. Fruitful financial journeys are long and layered. That’s why you need a navigator. Thrive today and tomorrow with Navigator Financial.

We want to partner with your financial institution by: Strengthening your client referral program by simplifying the process Equipping your team through corporate training and continuing education Realizing your untapped potential with custom propriety marketing systems Validating your performance and results with organizational measurements Illustrating best-practices in business modeling for your specific company Coaching for executive leadership, departmental managers, and producers Empowering opportunity for your institution, advisors, and customers alike