Trilogy Launches Trilogy Tax & Consulting LLC

Affiliated company to provide tax preparation and consulting services for clients

IRVINE, Calif., Sept. 30, 2026 /PRNewswire/ -- Trilogy Financial (Trilogy), a national financial advisory firm with more than $5 billion in total client assets, today announces the launch of Trilogy Tax & Consulting LLC, an affiliated company created to provide tax preparation and consulting services for Trilogy's clients.

"We are excited to continue building out our capabilities available through our affiliated businesses with the addition of our new tax and consulting offering," said Jeff Motske, CFP®, Co-Founder, President & Chief Executive Officer, Trilogy. "As clients' financial lives become increasingly complex, it is important to provide services beyond traditional investment management. The launch of Trilogy Tax & Consulting reinforces our ongoing focus on partnership, organic growth and delivering differentiated resources to help advisors better serve clients."

By leveraging Trilogy Tax & Consulting's expertise, advisors will be able to connect clients with their tax professionals for tax preparation and consulting services, proactively identify tax-planning opportunities and integrate sophisticated tax-mitigation strategies into financial plans. This coordinated approach will help Trilogy advisors across the country better serve their individual, family, and business-owner clients.

About Trilogy

Founded in 1999 and headquartered in Irvine, California, Trilogy is an advisor-founded, -owned, and -led organization with 10 regional offices and financial advisors active nationwide. Trilogy was founded with the dual goals of helping financial advisors be better advisors for their clients and helping everyday Americans gain financial independence.

We work as one team, supporting each other through a collaborative, client-first mindset. Trilogy has built multi-generational advisor teams to better support clients and provide a trusted team for generations.

In 2016, Trilogy founded Trilogy Capital, an SEC-registered RIA, which remains a primary focus and source of growth for the company. In 2023, Trilogy launched the MACK Service Center, named in honor of late co-founder Kevin Mackintosh, to provide centralized service and support, as well as a unique approach to client service.

Today, Trilogy has more than $5 billion in advisory and brokerage assets. Learn more at www.trilogyfs.com

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SOURCE Trilogy Financial