Trilogy Capital Expands Its Influence with Major Acquisition of Mountain Capital Advisors

Trilogy Capital Gears Up for New Growth with Acquisition

Irvine, California - On October 8, 2026, Trilogy Capital, Inc. announced its intention to expand its influence in the wealth management sector through the strategic acquisition of Mountain Capital Investment Advisors, LLC, a well-respected advisory firm based in Westminster, Colorado. This acquisition marks Trilogy's largest move this year and the twelfth office location within its growing network. With over $1 billion in client assets, Mountain Capital has established itself as a notable player in the investment advisory space since its inception in 2011.

Founded by U.S. Marine Corps Veteran Brandt Burns, Mountain Capital has carved out a niche in providing personalized financial services not only for families and individuals but also with a distinctive focus on aviation professionals. The firm's emphasis on specialized financial guidance sets it apart, as its team comprises individuals with backgrounds in aviation, ensuring that the advice offered resonates with clients' professional experiences.

Trilogy Capital's co-founder, Jeff Motske, expressed confidence in the merger, emphasizing that Mountain Capital embodies the values that Trilogy upholds: dedication to client relationships, fiduciary responsibilities, and a thoughtful approach to financial planning. Motske noted, "The cultural fit is exceptional, and we are thrilled to integrate such high-caliber professionals into our team." This acquisition not only boosts Trilogy's portfolio but also strengthens its operational capabilities, allowing for enriched service offerings to clients across the nation.

Mountain Capital's existing services, including tax preparation and consulting, will synergize well with Trilogy's capabilities. The incorporation of Trilogy Tax Consulting, also a part of Trilogy's services, is expected to enhance the breadth of services available to Mountain Capital’s clients, particularly in aspects vital to financial planning and wealth management.

According to Brandt Burns, the acquisition provides a significant opportunity to elevate Mountain Capital's offerings while maintaining its commitment to personalized client attention. The current leadership and advisory staff will remain intact, ensuring a seamless transition for existing clients. Burns remarked, "This merger will only serve to strengthen our practice and retain the unique approach we have built over the years."

The decision to join forces with Trilogy Capital aligns with broader industry trends where independent advisory firms are seeking collaborations to enhance their growth strategies and adapt to the increasingly complex financial landscape. Jason Inglis, Chief Development Officer at Trilogy, remarked, "In an environment where client needs are evolving rapidly, merging with a resource-rich partner like Trilogy allows for enhanced strategic growth without losing our identity."

Trilogy is based in Irvine, California, and is committed to empowering financial advisors while promoting financial independence for families and individuals alike through a collaborative approach. With over $5 billion in advisory assets and a dedicated team spread across ten regional offices, Trilogy continues to reshape the wealth management landscape in America.

As this dynamic alliance unfolds, both companies hope to leverage their collective strengths to address the changing needs of clients and enhance their capabilities within this competitive market. Clients of Mountain Capital can look forward to expanded resources, improved technology for investment insights, and a firm commitment to delivering exceptional service as they transition into this new partnership with Trilogy Capital. With such strategic endeavors, Trilogy Capital is positioned to thrive amid the challenges and opportunities that lie ahead in the financial advisory industry.

For further information about Trilogy Capital and its comprehensive financial solutions, visit Trilogy Financial.