Trinity Financial Group wins Best of Omaha for third straight year

Trinity Financial Group was named Omaha Magazine’s Best Individual Financial Planner for 2025, 2026 and 2027, marking a third consecutive win based on public votes. The recognition underscores the Omaha firm’s local reach in retirement planning and client service across Omaha and Lincoln.

Why it matters: - The award signals sustained local trust in Trinity Financial Group’s retirement and wealth-planning work. - A third straight win gives the Omaha-based firm added visibility in a market where reputation and referrals matter. - Public voting makes the honor a direct reflection of local consumer sentiment.

What happened: - Trinity Financial Group was named Omaha Magazine’s “Best Individual Financial Planner” in the Best of Omaha awards for 2025, 2026 and 2027. - The recognition was announced Nov. 3, 2026. - The award was determined by public vote. - The firm operates offices in Omaha and Lincoln.

The details: - Trinity Financial Group focuses on retirement income strategies, investment management and holistic wealth planning. - The firm says its advisors help clients align financial plans with personal values and long-term goals. - Trinity Financial Group says its approach centers on one-on-one attention, clarity and relationships. - Matt Green, principal founder and CEO, said the community-backed award is especially meaningful because it comes from Omaha residents. - Trinity Financial Group says it helps families pursue financial independence and retire with confidence. - The company states that it does not pay a fee to receive the Best of Omaha award.

Between the lines: - The repeat win suggests the firm has built durable recognition in its local market, not just a one-time award boost. - Public-vote honors can reinforce credibility with prospective clients who are comparing advisory firms. - The company’s messaging leans heavily on trust, meaning and retirement purpose, which positions the brand beyond pure portfolio management. - The firm includes standard advisory disclosures, including that advisory services are offered through CreativeOne Wealth, LLC, a registered investment adviser, and that Trinity Financial Group and CreativeOne Wealth are not affiliated.

What's next: - Trinity Financial Group is likely to continue leaning on the Best of Omaha recognition in local marketing and client outreach. - The firm says its broader mission remains helping clients pursue a meaningful and confident retirement through clarity, knowledge and genuine relationships. - The award language notes that future recognition is not guaranteed.

The bottom line: - Trinity Financial Group has turned a public-vote award into a three-year streak, strengthening its position as a recognizable local retirement-planning brand in Omaha and Lincoln.