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About Us
Trinity Advisory Group (TAG) is a financial advisory services firm with a successful 10 year track record of providing advisory and merchant banking services to middle market companies in a very wide range of industries including light manufacturing, printing, restaurants, retail and services.
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Affiliations
Trinity Private Equity Group, Trinity Advisory Group, and TPEG Securities are affiliated entities that have common ownership and management. Trinity Private Equity Group and its principals have affiliations with other organizations in which we are active and materially participate.
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Philosophy
As financial advisors and fiduciaries, we act with two primary goals in mind: to put the client’s needs first and to add substantial value with every engagement.
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