Independent RIA joining Trilogy for additional resources, services and 
support to scale business and help more clients reach their financial 
goals 
 
 
   IRVINE, Calif., Oct. 8, 2026 /PRNewswire/ -- Trilogy Capital, Inc. 
(Trilogy), a nationally recognized advisor-founded, -owned, and -led 
wealth management firm with operations in California, Colorado, Arizona 
and Massachusetts, announced the acquisition of Mountain Capital 
Investment Advisors, LLC (Mountain Capital). Based in Westminster, 
Colorado, Mountain Capital has operated independently for the past 15 
years as a standalone SEC Registered Investment Advisor with over $1 
billion in total client assets. The addition of Mountain Capital 
represents Trilogy's largest deal of the year and its eleventh office 
location and second in Colorado. 
 
 
   "Mountain Capital is a perfect fit for Trilogy and demonstrates our 
commitment to intelligent inorganic growth," said Jeff Motske, CFP(R), 
Co-Founder, President & Chief Executive Officer, Trilogy. "Mountain 
Capital shares our commitment to long-term client relationships, 
fiduciary advice, and thoughtful financial planning, so the cultural fit 
is exceptional. We are very excited to be able to attract high-caliber 
people to Trilogy." 
 
 
   Founded in 2011 by US Marine Corps Veteran and former airline pilot 
Brandt Burns, Mountain Capital was built to guide advisory clients 
through the financial complexities of their lives, careers and 
retirements. Today, the firm has a diverse set of individual, family and 
small business clients, as well as a particular focus on working with 
aviation professionals. The firm's experienced financial professionals 
even include current and former pilots, airline leaders and other 
industry experts who deliver highly specialized financial guidance 
rooted in real-world experience. 
 
 
   "Partnering with Trilogy allows us to maintain our firm's personalized 
service and expertise, while enhancing additional offerings that matter 
most to our clients," said Brandt Burns, Founder and CEO, Mountain 
Capital. "We will retain our brand and unique position in the 
marketplace and our leadership team, advisors and staff will remain 
intact, so client disruption should be minimal. This important move for 
our firm will not replace what we've built. It will strengthen it." 
 
 
   Mountain Capital currently offers tax preparation services as well as 
consulting services, which include highly specialized interview 
preparation for pilots and aviation professionals, a service pioneered 
by co-founder Michelle Burns, who herself was a Senior Manager at United 
Airlines for 14 years. These services will be combined with Trilogy's 
existing capabilities available through Trilogy Tax & Consulting, LLC an 
affiliated company that provides tax preparation and consulting services 
for Trilogy clients. 
 
 
   "As the wealth management industry grows more complex, remaining 
independent may no longer be the best option for achieving strategic 
growth plans and supporting client needs," said Jason Inglis, Chief 
Development Officer, Trilogy. "Trilogy is well positioned to help 
accelerate Mountain Capital's growth and provide the resources, freedom 
and flexibility to build on their past success." 
 
 
   Trilogy was founded with the dual goals of helping financial advisors be 
better advisors for their clients and helping everyday Americans gain 
financial independence. Trilogy's vision is to create synergies and 
foster growth through advisor development and strategic acquisitions 
designed to build successful partnerships that drive enterprise value. 
 
 
   "Mountain Capital could have partnered with any number of firms over the 
years but chose Trilogy because we have the infrastructure and resources 
to provide deeper investment insight, advanced wealth planning, enhanced 
technology, greater operational support and ongoing advisor development, 
" added Motske. "In Mountain Capital, we found a partner that shares our 
values and long-term vision for the future. Together we can thrive in 
today's ever-evolving landscape." 
 
 
   About Trilogy 
 
 
   Founded in 1999 and headquartered in Irvine, California, Trilogy is a 
full-service Financial Planning and Wealth Advisory Firm with 
centralized support across operations, compliance, technology, 
investments, wealth planning, tax-preparation, and marketing. We enable 
financial advisors to focus on clients and help everyday Americans 
achieve financial independence. 
 
 
   We work as one team, supporting each other through a collaborative, 
client-first mindset. Trilogy has built multi-generational advisor teams 
to better support clients and provide a trusted team for generations. 
 
 
   In 2016, Trilogy founded Trilogy Capital, an SEC-registered RIA, which 
remains a primary focus and source of growth for the company. In 2023, 
Trilogy launched the MACK Service Center, named in honor of late 
co-founder Kevin Mackintosh, to provide centralized service and support, 
as well as a unique approach to client service. 
 
 
   Today, Trilogy has more than $5 billion in advisory and brokerage assets 
with 10 regional offices and financial advisors active nationwide. Learn 
more at www.trilogyfs.com 
 
   Media Contact: 
 
   Haven Tower Group, LLC 
 
   Brandon Blackwell 
 
   424-317-4868 
 
 
   bblackwell@haventower.com 
 
 
    View original 
content:https://www.prnewswire.com/news-releases/trilogy-capital-accelerates-growth-with-acquisition-of-1-billion-mountain-capital-investment-advisors-302901934.html 
 
 
 
   SOURCE Trilogy Financial