Triad Financial Advisors
Triad Financial Advisors (TFA) has been helping individuals and families LIVE WITH INTENTION for over 35 years. Founded by a female, Carter Leinster, TFA has become a destination firm for female investors. Today, led by CEO Patrick Rush, the firm is proud to have 9 investment advisers who have earned the CERTIFIED FINANCIAL PLANNER™ designation and provides fiduciary financial planning and investment advisory services to both female and male clientele.
TFA is one of the few fee-only firms in Greensboro and was recognized from 2016 - 2018 as one of the Top 300 Registered Investment Advisory firms in the United States by the Financial Times. In addition, Patrick Rush was recognized by Barron's as one of "America's Top 1,200 Financial Advisors" in 2017 and 2018, ranking #7 in North Carolina both years.
TFA manages approximately $610 million in client assets (as of 12/31/17), working with over 600 households across the country. However, TFA does not measure success solely by a client's assets, but rather their ability to achieve their goals and lead satisfying retirements. TFA strives to help clients LIVE WITH INTENTION.