Geoffrey Biehn
Trinity Financial Advisors · Columbus, Ohio
Geoffrey Biehn is a fee-only financial advisor at Trinity Financial Advisors in Columbus, Ohio, who holds the CFP credential. Geoffrey focuses on estate & legacy planning, tax planning and family wealth transfer. Trinity Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Trinity Financial Advisors |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $670.0M across 1,139 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4873865 |
| Exams passed | Series 65 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.tfadvisors.com |
| Profile |
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Questions about Geoffrey
Is Geoffrey Biehn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Trinity Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Geoffrey charge for financial advice?
Geoffrey's firm, Trinity Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Geoffrey Biehn based?
Geoffrey Biehn is based in Columbus, Ohio.
What does Geoffrey specialize in?
Geoffrey's specialties include estate & legacy planning, tax planning and family wealth transfer. Geoffrey works with multi-generational families.
What credentials does Geoffrey Biehn hold?
Geoffrey Biehn holds the CFP credential.
Is Geoffrey Biehn registered with the SEC?
Yes. Geoffrey Biehn is registered as an investment adviser representative in OH and TX (CRD 4873865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Financial Advisors manage?
Trinity Financial Advisors reports $670.0M across 1,139 accounts in assets under management.
How do I contact Geoffrey Biehn?
Through Geoffrey's website, www.tfadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Trinity Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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