From the President
Welcome to Triad Advisors!
As you explore our Web site, you will soon realize we have a very simple business model, servicing the needs of successful independent financial advisors. We are a firm that builds long-term relationships based on mutual trust, unparalleled service and true business flexibility. We have no other agenda than to provide our advisors with an open, objective environment where they can successfully grow their business.
In our business, like yours, you cannot be all things to all people. We are only interested in partnering with honest, ethical advisors who value a broker/dealer relationship and who truly put the needs of the client first. When an advisor makes a commitment to join us, we fully expect that broker/dealer change to be their last. Some of the key reasons advisors choose Triad include:
- A true independent, entrepreneurial ownership structure
- Integrated technology solutions that streamline business
- Comprehensive wealth management tools
- Aggressive compensation structures for both fee-based and commission business
- An experienced home office staff with virtually no turnover
- The strength and stability of National Financial Services, LLC, a Fidelity Investments company
If these are the attributes that you are seeking in your next broker/dealer, then please contact us so we can privately discuss a potential relationship. Enjoy our site and again, thank you for your interest.
Sincerely,
Mark Mettelman
President/CEO