Eric P. Steiner

Background

About Eric P. Steiner

I grew up in a household that valued personal growth over financial success. While that foundation shaped my character, I also witnessed firsthand the stress that financial uncertainty can place on a family. That experience instilled in me a deep desire to understand financial stability - not just for myself, but so I could help others find clarity and confidence in their own financial journeys. That’s why I’m passionate about the work we do at Trinity Wealth Advisors. Our team takes a collaborative approach to wealth management, ensuring that no client has to navigate complex financial decisions alone. We work together to help families align their wealth with their values, offering tailored strategies for tax-efficient retirement income, charitable giving, wealth transfer, and more. With over 30 years of experience in wealth management and coaching - and an early career in engineering and management at IBM - I bring an analytical mindset to financial planning. At Trinity, we focus on simplifying complex decisions, creating structured and easy-to-understand strategies that help our clients move forward with confidence. Beyond my professional work, I’m committed to faith-based leadership and service. I lead small groups at First Free Church, support African Vision of Hope, and invest in the lives of others through mentorship. Sports have always been part of my life - while I played Division 1 Baseball in my youth, basketball has remained my lifelong passion. My wife, Claire, and I live in Chesterfield, MO, where we cherish time with our two sons, daughter-in-law, and grandson, Lucas. At Trinity Wealth Advisors, we believe wealth should be a tool for living a life of purpose. If you’re looking for a team that will walk alongside you with expertise, integrity, and care, we’d love to connect.