Brent D. Dickerson

Brent D. Dickerson

| CFP® EA

Trinity Wealth Management

(440) 721-8052

Contact Me

Fee-Only Financial Planner Based in Painesville, Ohio and Serving Clients Throughout the Northeast Ohio Region. We also Serve Clients in Lubbock, Texas and the West Texas Region.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Small Business Retirement Plans
  • Employee Benefits

Website

Visit Us

1918 Spruce Ln
Painesville, OH 44077


Mentor, OH


Cleveland, OH


Lubbock, TX


Amarillo, TX


Beachwood, OH

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Brent Dickerson is a Painesville, OH Fee-Only Fiduciary Financial Planner serving northeast Ohio as well as Lubbock, Texas and the surrounding west Texas region. Trinity Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Brent Dickerson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. Additionally, Brent is an Enrolled Agent (EA) admitted to practice before the IRS.

Financial advice is built on trust and faith that another person will provide a valuable service that is in your best interest. Therefore, You deserve better than a product-centered sales approach to financial planning. You deserve truly independent objective fee-only advice from a CFP® professional. I ask for nothing less than this in my professional interactions, so I provide nothing less to my clients.

Read More...

We believe in the value of financial planning and put your financial goals at the center. Financial planning is a process and not a product, therefore, sales are not our purpose. 

We are fiduciaries with your best interest first, always.

We help you to make informed decisions and offer knowledgeable advice about your whole financial picture to bring your financial world into focus.

Read More...