Deals & People
Two RIAs Join Forces
<p>Triad Advisors, Inc., a subsidiary of Ladenburg Financial Services
Inc., announced that Planning Solutions Group is joining the firm as an independent branch office.</p><p></p><p><span></span></p>
Reported by Rebecca Moore
Planning Solutions Group (PSG), with offices in Maryland and Virginia, is a full-service, SEC-registered, investment adviser and financial planning firm with approximately $600 million in client assets. The company 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,” said Nathan Stibbs, Senior Vice President of Business Development for Triad Advisors, in the announcement. “Their entrepreneurial vision along with their “hybrid” approach to managing wealth makes them a natural fit for Triad.”
Triad Advisors is an independent broker/dealer and registered investment adviser headquartered in Norcross, Georgia