BAN is a national network of independent benefit advisory and consulting companies. To become a BAN member—or to become a Smart Partner—Trinity Consulting had to pass a stringent screening process that included interaction with BAN’s members and its board, as well as an examination of the firm’s business ethics, industry knowledge and commitment to providing the highest quality services.
Charlotte, North Carolina-based Trinity Consulting, founded in 2001, has 28 employees and approximately $6 million in revenue. Trinity’s geographic reach extends through North and South Carolina and Georgia.
Trinity caters to the employee benefit needs of the middle market, which it defines as companies with 50 to 1,000 employees. The company also works in the benefit space, as well as property and casualty and 401(k) arenas. In addition, Trinity specializes in meeting the needs of those firms in the construction and manufacturing industries.
“We really believe [BAN’s] business-planning tools and client resources will enhance our firm’s continued growth, particularly over the next three to five years,” said Harry Floyd, Trinity co-owner and vice president.