John Wimbiscus


Trinity Financial Advisors

Financial Advisor

John Wimbiscus


Trinity Financial Advisors

Financial Advisor

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

(312) 245-1300

Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country

John Wimbiscus is a Chicago, IL fee-only financial planner. Trinity Financial Advisors 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, John Wimbiscus is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John began his career as a financial advisor with The AYCO Corporation, the largest provider of executive financial counseling services to Fortune 500 companies. He then served eleven years with Deloitte & Touche, a Big Four public accounting firm where he provided counseling services to corporate executives and other high net worth individuals. Before founding Trinity Financial Advisors, LLC in late 1999, John spent four years at Ronald Blue & Co., a national fee-only financial advisory firm. He earned his Bachelor of Science and M.B.A. degrees in Finance from Northern Illinois University. John is a CERTIFIED FINANCIAL PLANNERTM professional and a NAPFA® Registered Financial Advisor.

John Wimbiscus 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
Trinity Financial Advisors is a fee-based financial planning and investment management firm.  The services we provide include:

Financial Planning Services

Using a counseling-oriented approach, we begin by understanding your goals.  At our initial meeting, we identify and prioritize issues, analyze them thoroughly and outline a program that meets your personal objectives.  We take the time to build your confidence and trust, answer all of your questions and explain everything in detail. Our review of your financial picture includes:

Cash Flow Analysis – Identify cash inflows and expenses and help plan for future savings and cash needs.

Compensation and Benefit Planning – Coordinate your employee benefits within one financial plan.

Estate Planning – Examine your current estate plan in the context of your broader life goals and the “big picture” of your financial future.  Our professionals study your estate plan, propose any modifications and work with your attorney to implement any changes.
Income Tax Planning – Understand the current tax laws and determine how you can optimize your tax decisions.  The income tax effect of all financial planning and investment decisions are discussed.  Tax compliance services are available for financial planning and investment clients.
Insurance Planning – Review your current insurance plan to ensure that you and your family are properly covered with various types of insurance.  We then work with your insurance agent to implement any changes, if necessary.
Retirement Planning – Formulate your retirement objectives and plan for the security of future generations.

Investment Management

Trinity makes unbiased decisions on how to allocate your assets.  We seek our “best of class” professional money managers.  This type of objective investment planning and management pinpoints the right people and the appropriate financial products geared to your individual risk tolerance.  These financial products include no-load mutual funds, index funds, separate account managers, exchange-traded funds and fixed-income securities.
The investment advice which TFA provides is based upon long-term investment strategies incorporating the principles of Modern Portfolio Theory in constructing diversified portfolios with special attention to minimization of downside risk. 
Portfolios are reviewed on a semi-annual or other periodic basis and typically rebalanced annually.  Investment performance is always compared versus the appropriate benchmark for the manager/fund.  Special attention is paid to after-tax investment returns through the use of tax-efficient mutual funds and tax-aware managers.

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


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

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact John Wimbiscus

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Office Locations:

  • 541 N. Fairbanks Ct.
    Suite 1060
    Chicago, IL 60611

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