Why Choose Us

Our mission is to help our clients and colleagues live with intention. TFA is a Fee-Only, independent Registered Investment Advisor (RIA) acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. The Fee-Only method of compensation is the most transparent and objective method available, and minimizes conflicts to ensure your financial advisor acts as a fiduciary. As a result, we do not sell products or receive commissions on any products or services.

Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.

Candidly, we can’t determine if it makes sense to work together until we meet and understanding your situation. One of the ways we enforce our fiduciary obligation is to make sure working together is in your best interest, even before you become a client. This means taking you through a three meeting process:

Discovery Meeting

This is where we learn about your life and goals. You share your story and, together, we start to paint a picture of the life you want to live and determine whether you have a plan that can build and/or maintain this ideal life. At the end of this meeting, we will both have a sense of whether it makes sense to take the next step.

Planning Meeting

A CERTIFIED FINANCIAL PLANNERTM will present the first draft of a plan for you based on where you are and where you want to be. This gives you an idea of what it is like to work with us.

Implementation Meeting

Finally, if we both believe that becoming our client is in your best interest and we have the foundation of a solid plan, then you sign our service agreement and we have an implementation meeting.

What life do you want to live?

Your priorities change as life changes. Your plan needs to change with your priorities. TFA helps you continually refine your plan.

Do you have the resources to live your ideal life?

You will be able to know at any time if you are on track with your plan, even as priorities change. You need someone that can help you monitor, evaluate and adjust your plan as required. TFA has a team of CFP® Professionals at TFA Professionals whose job is to make sure your plan works, which means helping you make the best decisions in the context of that plan. This brings our clients peace of mind.

Are you prepared for life’s surprises?

Death of a spouse, divorce, market crash, new job, inheritance, injury, etc… These are just some of life’s surprises. TFA builds a plan with strategies and instruments to make sure you stay on track.

RECOGNIZED LEADER IN OUR INDUSTRY

In addition to our thoughtful, transparent approach, our team has been honored to receive many awards that rank TFA as one of the top wealth management firms in the country and a leader in our region. See some of these awards below:

Top Financial Advisor 2018, 2017, 2016

TFA was named to the Financial Times 300 Top Registered Investment Advisors, again, in June 2017. The list recognizes top independent RIA firms across the US. ...see article

Barron’s Americas top 1200 -2018, 2017

Patrick Rush, CEO of TFA, was listed in Barron's magazine as part of their 2017 annual list of "America's Top 1200 Financial Advisors: State-by-State." And was #7 in the state of North Carolina. ...see article

Top Ten Financial Advisors NC 2018, 2017, 2016

Triad Financial Advisors was recently designated as one of the Top Ten Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, NC. The award is from AdvisoryHQ, which is one of the fastest-growing review and ranking news media organizations for the investment and financial advisory industries. ...see article

Business Leader’s WOMEN Extraordinaire 2011

Carter W. Leinster was awarded Business Leader’s WOMEN Extraordinaire in recognition of her extraordinary leadership, dedication to the community and being an exceptional mentor to future women leader. ***

* The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

*The Barron’s list, organized by state, is based on quantitative and qualitative data provided by more than 4,000 of the nation’s most accomplished advisors. Barron’s analysis uses a complex formula that contains 22 points of ranking, all with various weightings. The calculation considers factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

*AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written. Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public.

Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
Find more detail on advisors or TFA at www.adviserinfo.sec.gov.