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, 2017 and 2018 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 with products to sell, 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 Live with Intention!