ATLANTA, May 17, 2016 /PRNewswire/ -- Triad
Advisors, Inc. today announced that Keeney Financial Group ("Keeney
Financial") has transitioned to the Triad Advisors broker-dealer
and hybrid RIA multi-custodial platform. Keeney brings $350 million in client assets, as of March 2016, which is approximately evenly split
between fee-based advisory and brokerage accounts. Triad Advisors
is a leading independent broker-dealer supporting independent
hybrid financial advisory practices and registered investment
advisory (RIA) firms, and is a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE MKT: LTS).
Based in Columbia, MD, Keeney
Financial Group provides financial planning and wealth management
to its mass affluent, business owner and high-net-worth clients.
With approximately $350M under
management, Keeney Financial Group has earned the distinction of
impeccable service through their high-touch, concierge approach to
client services. Their personalized attention is augmented by
state-of-the-art technologies allowing their financial advisors to
provide deliverables and gain efficiencies in helping clients
appreciate the difference between merely living and living well.
Underscoring Keeney Financial Group's commitment to exemplary
service is their personal stake in client satisfaction – the firm's
compensation packages are tied to client service metrics.
Nathan Stibbs, Executive Vice
President, Chief Strategy Officer at Triad Advisors, said, "We
are delighted to welcome Keeney Financial Group to Triad Advisors
and our Hybrid RIA platform. Keeney Financial's entrepreneurial
culture and strong growth potential make them an outstanding
addition to the Triad family."
John P. Keeney, President of
Keeney Financial Group, said, "We are excited about our new
relationship with Triad Advisors and believe it will enable us to
continue to differentiate Keeney Financial Group in the advisory
services marketplace. The scale of our business and our desire to
furnish clients with dynamic solutions had reached a level of
complexity that required us to change our affiliations. We can now
leverage some of the best technology providers in the world to
furnish enhanced wealth planning and reporting tools, provide a
greater depth of service and create a more personal and innovative
client experience.
With the assistance of Triad's highly responsive service team,
its support of our choice of leading-edge technologies and
resources, and the additional capabilities available from Triad's
parent, Ladenburg Thalmann, we will also be able to realize
valuable efficiencies that will free our advisors to focus more of
their professional attention on delivering intensive client
service."
"In addition," Keeney continued, "Triad's active engagement in
careful compliance oversight, concerning both the brokerage and RIA
sides of our business, played an important role in our decision to
make the transition to Triad. We look forward to working with them
and benefiting from their thorough dedication to our business
needs."
About Keeney Financial Group
Based in Columbia, MD, Keeney
Financial Group is an independent advisory firm providing
comprehensive financial planning and wealth management services to
mass affluent and high-net-worth clients throughout the Atlantic
region and beyond. With approximately $350M in assets in brokerage and fee-based
advisory accounts, the firm has earned the distinction of
impeccable, personalized service through their high-touch,
concierge approach. This distinguishing depth of service has been
both a cornerstone of client and staff retention and a primary
catalyst for company growth – as clients who have experienced the
difference between merely living and living well are eager to share
their success stories.
About Triad Advisors
Headquartered in Atlanta, GA,
Triad Advisors, Inc. is a national, independent broker-dealer and
multi-custodial SEC-Registered Investment Advisor (RIA) that is an
early pioneer and continued leader in the Hybrid RIA marketplace.
The company provides a comprehensive platform of products, trading
and technology systems, as well as customized wealth management
solutions. Recognized as one of the most successful and
fastest-growing independent broker-dealers in the industry
(including being named the leading broker-dealer for Hybrid RIAs
five years in a row by Investment Advisor Magazine). Triad
Advisors is a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc. (NYSE MKT: LTS). For more information,
please visit www.triad-advisors.com.
Media Contact:
Matthew
Griffes / Joseph Kuo
Haven Tower Group LLC
424 652 6520, ext. 103 / 424 652 6520, ext 101
mgriffes@haventower.com or jkuo@haventower.com
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SOURCE Triad Advisors, Inc.