Brent Dickerson

CFP® EA

Trinity Wealth Management

Financial Advisor

Brent Dickerson

CFP® EA

Trinity Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brent Dickerson, CFP® EA

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

Brent Dickerson is a Mentor, OH fee-only financial advisor. Trinity Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brent Dickerson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

God has entrusted us (the advisors of Trinity Wealth Management) with financial talents: Particular gifts of knowledge and skill that we are asked to share with others to help steward personal resources. Our commitment is to fulfill God's instruction, and to guide others towards wise stewardship of the resources He has allowed them to acquire. 

Brent Dickerson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We partner with families and individuals wanting to create a fulfilling work-life balance. Our work is devoted to helping you liberate time in your life for truly important things, like time with family and friends. We accomplish this by focusing on comprehensive financial planning and investment management. Our work helps clients to reduce risks, reach goals, and maintain lifestyles.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • Mid-Career

Working Together

  • Complimentary Initial Consultation
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • 100% Fiduciary

Professional Designations & Affiliations

Contact Brent Dickerson

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Office Locations:

  • Mentor, OH
  • Painesville, OH 44077
  • Woodmere, OH 44122
  • Cleveland, OH
  • Lubbock, TX 79424
  • Amarillo, TX 79109

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