Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After fifty years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Phillip Moran

Owner/President

(317) 668-4082

phil@trinityadvisorygroupllc.com

Trinity Advisory Group was founded December 17, 2002, by Phillip L Moran, Sr. The company
was formed for the dual purpose of 1) assisting young professionals and small business owners
in their efforts to build tax free retirement income and 2) assisting those who are entering their
retirement years in finding resources that will produce a sustainable stream of income,
minimize downside risk and offer potential growth. This is accomplished without our clients
giving up control of their principal funds. Our work starts by listening to our potential clients so
that we know their goals and objectives. We research a variety of financial resources in order to
find the strategy that fits the client’s needs. And finally, we are careful to educate our clients as
to how recommended products will meet their needs as they explained them to us.

Phillip Moran has been in the industry of financial services for fifty years. He is licensed in
Indiana, Kentucky, Michigan and Ohio. While Phillip has trained and is mentor to several
financial service representatives, his focus is on meeting the needs of each client.

When not working, Phil enjoys spending time with his wife, reading a good book, loving
grandchildren, watching football and basketball, dining out and an occasional movie.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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