Exciting News! Trivium welcomes Paradigm Financial Partners and Lyons & Lyons, CPAs.

Clarity at Life’s Financial Crossroads.

We create the point where people, process, and finances connect, advising our clients on essential financial strategies through wealth management, tax and accounting, and business advisory services — all under one roof.

Broker Check

Who We Help

Trivium Point Advisory is dedicated to individuals seeking a trusted, central advisor for their financial needs. We create a unique experience in combining wealth management, accounting, and business advisory services, catering to those who value a financial stewardship.

What We Do

We’re here to help you understand your numbers and create
a personalized financial roadmap so you can work toward your goals.

Personalized Financial Roadmap
Business Consulting

BUSINESS
ADVISORY

Wealth Management

WEALTH
MANAGEMENT

Tax & Accounting

TAX &
ACCOUNTING

“Why hire a Trivium Point Advisor when my
accountant already does this?”

Owners accumulate people — not wealth. We seek to eliminate the need to hire multiple people and alleviate the stress around whose advice to take.