Triad Advisors, Inc. Partners with Planning Solutions Group
NORCROSS, Ga.--()--Triad Advisors, Inc., a subsidiary of Ladenburg Financial Services Inc. (AMEX:LTS), announced today that Planning Solutions Group, with offices in Maryland and Virginia, has joined Triad as an independent branch office. Planning Solutions Group (PSG) is a full-service, SEC-registered, investment advisor and financial planning firm with approximately $600 million in client assets. PSG offers a team approach to objective fee-based advice for affluent families, business owners and professionals. PSG was founded in 2001 and has four partners, Bob Carson, Don Hannahs, Tim Kvech and Larry Briskin.
“We are extremely pleased that Planning Solutions Group has chosen Triad as its partner”
“After extensive due diligence, we believe that Triad’s business model and culture are exactly in line with ours: to provide objective, independent planning and superior service in an entrepreneurial environment that will adapt to the challenging times in which we operate,” said Bob Carson, PSG's Managing Partner.
“We are extremely pleased that Planning Solutions Group has chosen Triad as its partner,” said Nathan Stibbs, Senior Vice President of Business Development for Triad Advisors. “Their entrepreneurial vision along with their “hybrid” approach to managing wealth makes them a natural fit for Triad.”
About Triad Advisors:
Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE Amex:LTS), is an independent broker/dealer and Registered Investment Advisor headquartered in Norcross, GA. Triad offers a broad menu of products, services and total wealth management solutions to nearly 600 independent financial advisors located throughout the country. The advisors affiliated with Triad are dedicated to providing superior service and objective financial advice in order to help their clients achieve their financial goals. As the broker/dealer, Triad provides back office solutions to support advisors in all aspects of their practice, including customer service, account processing, compliance, products and technology. Since its inception in 1998, Triad has been one of the fastest growing broker/dealers in the industry recognized in numerous industry publications. For more information, please visit www.triad-advisors.com.
About Planning Solutions Group:
Planning Solutions Group is a financial planning firm that specializes in developing innovative concepts for wealth creation and preservation. PSG is comprised of 4 partners with over 80 years of combined industry experience, a team of associate planners and a dedicated support staff. Using a process called, The Family Wealth Continuum, the PGS team approaches each client’s situation with a multi-discipline review utilizing the expertise of JDs, CFPs, MBAs, CLU and CFA, in a 5 module process that includes family wealth governance, asset management, wealth administration, risk management and estate and business planning. PSG is committed to providing top service to our clients and offering comprehensive financial plans, asset management services, estate planning, business succession strategies, retirement and investment planning. For more information, please visit www.psgplanning.com.