Trilogy acquires $1 billion wealth adviser in Colorado

Trilogy Capital has acquired Mountain Capital Investment Advisors, a Colorado-based registered investment adviser with more than $1 billion in client assets, in its largest transaction of 2026.

Based in Westminster, Mountain Capital has operated independently for 15 years and will become Trilogy’s 11th office and second in Colorado.

"Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth," said Jeff Motske, CFP®, 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 specialised financial guidance rooted in real-world experience.

"Partnering with Trilogy allows us to maintain our firm's personalised 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 specialised 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."

Re-disseminated by Wealth and Society