Greensboro, NC, 3/20/2018 –Barron’s announced the annual list of “America’s Top 1,200 Financial Advisors” on March 12, 2018. This is the second consecutive year that Patrick Rush, CEO of TFA received the award. Mr. Rush and TFA ranked #7 in North Carolina which was the highest ranking of any firm in the Triad.
The Barron’s list, organized by state, is based on quantitative and qualitative data provided by more than 4,000 of the nation’s most accomplished advisors. Barron’s analysis uses a complex formula that contains 22 points of ranking, all with various weightings. The calculation considers factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Triad Financial Advisors is an independent fee-only financial planning and investment management firm located at 3623 N. Elm Street, Greensboro, NC, 27455. Information about TFA is available by calling 336-230-0071 in Greensboro or on the website at https://triadfa.com.
Fee-only investment advisory services offered through Triad Financial Advisors, Inc., an SEC Registered Investment Adviser.
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