Money might seem complicated. It doesn’t have to be.

Triad’s mission is help you define and progress toward your goals for your family’s financial future.

You don’t have to have all the answers, and you could use someone in your corner providing straightforward, unbiased advice.  A fiduciary, not a salesperson.  With follow-through to help make sure your plans happen.

It’s our view that investor outcomes are driven to a significant degree by investor behavior.

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A Proactive Approach

A Proactive Approach

We seek to understand you, your financial picture today and where you want to go. To that end, we encourage you to meet with us so that we can develop a better understanding to help you.

We’re not for everyone. But whether you end up joining us as a client or not, we strive to make our meeting productive and leave you in a better position to achieve your financial goals. Click below to learn more about our process.

Learn More About Our Process

What We Believe In

What We Believe In

Gratitude. Everyday appreciation for being a part of each client’s life.

Caring about your problems first. We seek to treat every client the way we would want to be treated.

Independence of thought and action. We think for ourselves and seek to make the right decision for the long run.

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Our Services


Investment Planning

Your financial plan doesn’t have to be a 50-page book gathering dust. We sit down with you, listen and figure out why money matters to you. Then we help identify your goals and develop a plan to address them.

Investment Management

We manage your portfolios with a long-term mentality. We research a select group of companies with what we see as strong competitive positions with good management teams. We seek to buy them when we believe they are attractively valued and plan to own them for the long run. Depending on your investment goals we may include fixed income securities as part of the allocation.

Our Team

We help build, manage, preserve and transition wealth for anyone!

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