Articles from Triad Partners

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom, and impact, will host its 2026 Do Business. Do Life.TM (DBDL) Founders' Retreat from July 26 - July 30 at the Fairmont Grand Del Mar in San Diego, California. The firm's flagship annual member experience is expected to welcome founders and their families for five days of business strategy, leadership development, family programming, and community building.

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom and impact, today announced that its wealth management affiliate, Triad Wealth Partners (“Triad Wealth”), has surpassed $2 billion in assets under management (AUM), a 5X increase since the beginning of 2025. This milestone reflects continued momentum across the firm’s expanding advisor network and its focus on delivering tailored wealth management solutions for the individuals and families it serves.

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors simultaneously pursue success, freedom and impact, announced its upcoming Scale Summit will take place March 3-6, 2026, at Live! by Loews in Arlington, Texas. Focused on helping advisors and their teams gain clarity, build confidence and create consistency, the immersive four-day experience is designed to unlock professional growth while enhancing quality of life.

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors simultaneously pursue success, freedom and impact, announced that its annual member kickoff experience Launch 2026 is taking place January 14-16, 2026 at the Loews Ventana Canyon Resort in Tucson, Arizona. With a theme of “Legacy Begins Here,” Launch 2026 will welcome founders, strategic partners and their significant others for three days of immersive learning and networking.

Triad Partners, the financial services organization dedicated to helping advisors balance success, freedom and impact, recently hosted its inaugural “The Table” experience. Taking place September 30 to October 3 at the Renaissance Baltimore Harborplace Hotel, this first-of-its-kind event brought together founders and key executive personnel from financial advisory firms nationwide to engage in deep reflection, intentional planning and bold leadership conversations to help shape strategies for 2026 and beyond.

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom and impact, today announced that its wealth management affiliate, Triad Wealth Partners (“Triad Wealth”), has surpassed $1 billion in assets under management (AUM). This milestone reflects the appeal of the firm’s fast-growing advisor network and its ongoing commitment to delivering tailored investment strategies for high-net-worth individuals and families.

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom and impact, recently hosted its Do Business. Do Life. Founders Retreat in Maui, Hawaii from August 3rd-7th at the Hyatt Regency Maui Resort and Spa. As the firm’s most intimate, high touch experience, the retreat was crafted exclusively for over 70 founding members and their families who are committed to shaping the future of independent financial advice. Designed to elevate connection, inspiration, and growth, the annual retreat offers a space to realign with purpose and engage in meaningful dialogue in an idyllic setting.

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors build a business bigger than themselves while maintaining work-life integration, today announced the appointment of Derek Sullivan as chief financial officer (CFO) and Scott Rinehart as president and chief wealth officer of Triad’s wealth management affiliate, Triad Wealth Partners (“Triad Wealth”). These leadership hires will transform the firm’s corporate financial strategy and help accelerate the growth of its advisor network.

Triad Partners, the financial services organization dedicated to helping advisors tap into success, freedom and significance, will host its annual Scale Summit from April 8th to April 10th at the Intercontinental Hotel in Atlanta, Georgia. The 2025 experience will be Triad’s largest to date, bringing financial advisory teams across the country together for three days of learning, networking, and sharing strategies for growth. This year’s theme centers on going above and beyond for clients to build legendary firms.

Triad Partners, an organization helping advisors build businesses of significance while bettering their lives, is thrilled to announce its fourth annual ‘Launch’ experience, taking place at the historic La Quinta Resort & Club. Running from the evening of Wednesday, January 15th through Friday, January 17th, this transformative experience will unite financial advisors from across the country to inspire growth, innovation and meaningful connections.