A Message from the CEO

Patrick Rush, CEO

Triad Financial Advisors (TFA) has been serving individuals and families for over three decades. We were founded by Carter Leinster, a pioneer in the financial industry for women. TFA was the only woman-owned RIA in North Carolina in the 1980s, and Carter grew TFA to be one of the premier financial planning and investment firms in Greensboro. Today, TFA is one of the few “fee-only” firms in Greensboro and was recognized in 2016 and 2017 as one of the Top 300 Registered Investment Advisory firms in the United States by the Financial Times.

In an industry with very few barriers to entry in terms of education, experience and ethics, we believe the CERTIFIED FINANCIAL PLANNERTM (CFP®) credential should be the minimum required to be providing financial advice. We are proud that 100% of our Investment Advisers have earned the CFP® designation. Collaboration is our culture and we work together as a team, not as individual brokers. We don’t charge commissions and we act in your best interests at all times, not just when it’s convenient or when the law tells us we must. Our professionals are not salespeople, they are trained and credentialed as CFP® Professionals and are compensated for their insights, experience and solutions.

I believe finding qualified, independent financial advice should not be difficult. Everyone deserves objective, commission-free advice without conflicts of interest. To us, financial planning means helping you get the most out of life with the money you have. Success should not be measured solely by assets. Instead, we measure it by a client’s ability to achieve their goals and lead satisfying lives without worrying about their finances.

You’ll only retire once, but our team helps clients retire every day. Let us help you make confident and intentional life decisions!

Warm Regards,

Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
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Fee-only investment advisory services offered through Triad Financial Advisors, Inc., an SEC Registered Investment Adviser. FinLife Partners is a division of United Capital Financial Advisers, LLC and is not affiliated with Triad Financial Advisors . All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, FinLife®, Honest Conversations®, Money Mind®, FlexScore®, Financial Control Scorecard®, One Best Financial Life®, Ideal Life Index™, Financial Years of Freedom™, Live Richly™, We Help You Live Richly™, and United Capital Financial Life Management® ) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries. The information, data, analyses and opinions contained in this material do not constitute investment advice offered by United Capital and are provided solely for informational purposes. ©Copyright 2018 Triad Financial Advisors. ADV