Ziyah Esbenshade

CFP, CRPC™, APMA ™

Senior Wealth Partner

Zesbenshade@triviumpoint.com

Ziyah Esbenshade brings her extensive expertise in financial services to Trivium Point Advisory as a distinguished Senior Wealth Partner, boasting an impressive 24-year track record in the industry. Acknowledged by Forbes for the past four consecutive years, Ms Esbenshade has consistently earned recognition as a Top Female Financial Advisor—a testament to her unwavering commitment to excellence and client success.

Throughout her career, Ziyah has honed her skills in delivering a comprehensive array of investment and financial planning solutions. Her proficiency extends beyond traditional financial advisory services, encompassing a holistic approach that places a premium on high-touch relationship management. Ziyah understands that successful wealth management goes beyond numbers; it requires a deep understanding of clients’ individual needs, aspirations, and unique circumstances.

A trailblazer in the field, Ziyah specializes in behavior finance coaching—a strategic element that sets her apart in guiding clients through the intricacies of financial decision-making. With a keen understanding of how emotions can impact financial choices, Ziyah empowers her clients to make informed and rational decisions that align with their long-term objectives.

What truly distinguishes Ziyah is her collaborative approach to client partnerships. She engages closely with her clients, working hand-in-hand to implement tailored recommendations that pave the way to pursuing their financial goals. Ziyah’s dedication to personalized service means that each client receives the attention and support necessary for their financial success.

As a Senior Wealth Partner at Trivium Point Advisory, Ziyah embodies the values of expertise, integrity, and dedication. Her proven track record, coupled with her commitment to staying at the forefront of industry trends, positions her as a valued advisor and an invaluable asset to our clients seeking to navigate the complexities of wealth management with confidence and clarity.