Trinity Advisors Group

Based in the US, Trinity Advisors Group specializes in providing retirement plan consulting and education services to enhance financial wellness for both plan sponsors and participants. Founded in 2006, Trinity Advisors Group focuses on retirement plan consulting, offering tailored solutions to companies across North America. The firm was acquired by Alera Group, Inc. in May 2025, enabling further expansion of its service offerings.

The founder's history is not publicly documented. Trinity Advisors Group primarily offers retirement plan consulting and education services aimed at both plan sponsors and participants. Their core product offerings include comprehensive fiduciary advice, retirement plan design, compliance assistance, and financial wellness programs tailored for employees. These services address the complexities of retirement planning and help companies fulfill their fiduciary responsibilities while enhancing employee financial literacy.

The company primarily serves corporations looking to optimize their retirement plans, focusing on improving financial wellness among employees. Trinity Advisors Group generates revenue through a structured consulting model involving service fees for fiduciary advisory services and training programs. Business transactions are structured around fixed fees for consulting engagements and ongoing service agreements. This model allows the firm to cater predominantly to B2B clients, providing tailored solutions that address specific organizational needs.

While specific pricing plans are not disclosed, the company focuses on delivering value through its flagship services, fostering long-term partnerships to enhance financial outcomes for both employers and employees. With the acquisition by Alera Group, Inc. on May 13, 2025, Trinity Advisors Group is strategically positioned for growth. The rationale behind this acquisition is to expand offerings and accelerate growth in the retirement consulting space.

Specific plans for future growth include the development of new products aimed at enhancing retirement solutions and the potential expansion into additional geographic regions, particularly focusing on North America.