We are honored to share that Trinity Wealth Management has been named to USA TODAY’s Best Financial Advisory Firms 2026 list. This recognition, presented by USA TODAY and Statista, highlights firms across the country based on independent industry research and publicly available data. The awards list was announced on April 15th, 2026, and can be viewed on USATODAY.com.
This year’s recognition is especially meaningful because it marks the fourth consecutive year Trinity Wealth Management has been included on the list. We are grateful for the trust our clients place in us and proud to be recognized for our commitment to personalized, holistic financial guidance.
The Best Financial Advisory Firms 2026 ranking evaluated registered investment advisory (RIA) firms in the United States based on two dimensions:
- Recommendations from financial advisors, clients, and industry experts:
Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts, and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. Firms cannot pay to participate or apply for consideration. - Development of Assets under Management (AUM):
Both short-term (12-month) and long-term (5-year) AUM development were analyzed using publicly available data.
A message from Charlie Mann, President of Trinity Wealth Management:
“We are truly grateful for this recognition, but even more grateful for the clients who place their trust in us each day. Being included on this list every year since its inception reinforces our commitment to helping individuals and families pursue financial peace of mind and live lives filled with meaning and purpose.”
We are grateful to our clients, team, and community for being part of this journey. Trinity Wealth Management is located in Berwyn, PA.
Why This Matters
Many families still assume inherited IRAs can remain untouched for decades. Under current law, that is rarely the case.
The combination of the 10-year rule, potential annual RMD requirements, and ordinary income taxation means beneficiaries must be intentional. Without a strategy, heirs may face unnecessary taxes or penalties.
A thoughtful plan can help preserve more of the account’s value for the next generation while remaining compliant with current regulations.
If you have inherited an IRA or want to review how your retirement accounts may impact your children, we encourage you to schedule a conversation with our team. We can help you evaluate your distribution options, understand the tax implications, and coordinate a strategy that aligns with your overall financial plan.
A Tax-Smart Way to Support What Matters Most
A Qualified Charitable Distribution is more than just a gift. It’s a strategy that allows you to align your financial goals with your personal values, all while managing your tax picture in retirement.
At Trinity Wealth Management, we specialize in helping retirees make the most of opportunities like QCDs. If you’re wondering whether this strategy fits into your retirement and charitable giving plans, we’d love to help. Contact us to explore how QCDs can be part of your financial plan.
Stay Ahead with Expert Guidance
Sources:
1RMDs begin at age 75 for those born January 1, 1960 or later
2Exceptions to the 10-year rule include: surviving spouse, minor children of the decedent, those critically ill or disabled, and those not more than 10 years younger than the original account holder.
Trinity Wealth Management has been ranked by USA Today in the Best Financial Advisory Firms in 2026 out of the top 500 Registered Investment Advisory firms (“RIA Firms”).The ranking, conducted by Statista, was based solely on the growth of the companies’ AUM over the short term and long term and the number of recommendations they received from clients and peers. Trinity Wealth Management did not pay a fee to be included in this ranking.
About USA TODAY’s Best Financial Advisory Firm List: The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. The ranking of the best (“RIA Firms”), published in April 2026, is based on two dimensions: recommendations by peer financial advisors, clients as well as industry experts and a firm’s development of AUM. Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend another RIA firm they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation. AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2025 to January 2026, while long-term development spanned a five-year period from January 2021 to January 2026 with the ADV data being as of 12/31 each year. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The final score was calculated as follows: 20% x recommendation score + 80% x AUM development score = final score. All surveyed individuals were selected at random.
Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Trinity Wealth is engaged, or continues to be engaged, to provide investment advisory services.