Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

THE RESOURCES OF A LARGE AGENCY, WITH THE PERSONAL ATTENTION, HONESTY, AND INTEGRITY THAT EVERY CLIENT DESERVES. Welcome to Trinity Financial & Insurance Solutions, individually owned and operated by Louie Berrodin, celebrating 20 years of serving others as a financial planner in Akron, Ohio. Trinity FAIS offers relationship-based service for high-net worth individuals, small business owners, families, single adults, and retirees looking to grow their wealth and protect their income and assets.