Triad Financial Advisors Joins OneDigital

Today, we are excited to announce that Triad Financial
Advisors is teaming up with OneDigital – the nation’s leading insurance brokerage, financial
services and HR consulting firm. We are so excited about this partnership because we now have
the added strength of a national company that, for over 20 years, has become a thriving
consulting firm focused on driving business and individual growth. Triad Financial Advisors is a
part of the next chapter in its legacy. By joining forces with OneDigital, we will be able to bring
financial piece of mind to the millions of individuals impacted by their integrated platform of
offerings.


OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of
health, success and financial security. Our insurance, financial services and HR platform provides
personalized, tech-enabled solutions for a contemporary work-life experience. Nationally
recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do
their best work and live their best lives. More than 75,000 employers and millions of individuals
rely on our teams for counsel and access to fully integrated worksite products and services and
the retirement and wealth management advice provided through OneDigital Investment Advisors.
Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major
markets across the nation. To learn more, visit onedigital.com.


OneDigital has been nationally recognized for its culture of caring by the likes of Business
Insurance, Investment News, and Best and Brightest, and several regional institutions. For more
information, visit onedigital.com.

Read the full announcement here: https://www.onedigital.com/blog/onedigital-welcomes-triad-
financial-advisors-to-wealth-management-practice/

More about the author: John Marske

JOHN MARSKE, CFP® is a Lead Advisor at TFA. He spearheads client relationships by helping people envision and act on their retirement goals.

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