Trilogy Wealth Management

In 2010, Ray Strawbridge and Kristi Cromer founded Trilogy Wealth Management with a clear vision: to build a firm centered on service, integrity, and relationships. What began as a desire to do financial services differently has grown into a trusted wealth management firm serving families across Alabama.

From the very beginning, Ray and Kristi believed financial planning is about more than numbers. It’s about people’s hopes, hard work, and the retirement they’ve spent a lifetime building toward. Their mission became simple and powerful: to help good people make great decisions so they can enjoy an amazing retirement.

Over the years, Trilogy has grown intentionally, always prioritizing relationships over transactions. In 2023, Michael McGlaughn, Investment Adviser Representative, joined as a partner, strengthening the firm’s leadership and expanding its depth of knowledge. His addition marked an exciting new chapter while preserving the culture and client-first philosophy that have defined Trilogy since day one.

What truly makes Trilogy different is our approach. We are here to help. We believe in listening before advising and planning before recommending. If we can’t bring meaningful value to your life, then you don’t need us. That philosophy has shaped every client relationship since 2010.

In 2023, Trilogy was honored to be voted Best Wealth Management Firm of Etowah County as well as Best Financial Planning Services — recognition that reflects the trust and confidence our community has placed in us. In 2024, we expanded our reach by opening a second office in Huntsville, Alabama, allowing us to serve even more families while maintaining the personalized experience we’re known for.

At the heart of Trilogy Wealth Management is a strong faith in Jesus Christ, a foundation that inspires them to serve with humility, honesty, and compassion. We are committed to creating an environment where every client feels genuinely cared for and respected, drawing on these values to build lasting relationships and trust- welcoming clients from all backgrounds. 

Trilogy Wealth Management is committed to walking alongside clients with integrity, clarity and purpose, helping them turn their dreams into a legacy of financial fulfillment.