Triad Financial Advisors - A OneDigital Company

Triad Financial Advisors, A OneDigital Company, is a fee-only wealth management advisory firm. We offer a wide range of customized financial planning services.

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

*Living with Intention*
We’re feeling gratitude for our incredible team and the generous clients who have filled our office with the spirit of giving. Each toy donated to Toys for Tots represents more than a gift—it’s a moment of joy, hope, & love for a child in our community.

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Happy Thanksgiving from your OneDigital Wealth Office in Greensboro, NC! 🦃🍁

Thank you for being part of our OneDigital family. Wishing you and your loved ones a joyous Thanksgiving Holiday! Live with Intention.

#Thanksgiving #Gratitude

Disclosures: https://t.co/jF6CJMGY0j

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Even during our busiest season, we live with intention. 💙 Our amazing team braved the chilly weather to ring the bell for The Salvation Army at Friendly Shopping Center—a tradition we’ve proudly upheld for years! #DoingTheMostGood #GetYourJingleOn #GiveBack #TheSalvationArmy

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Happy Thursday! Think You’re Financially Savvy? Let’s Find Out! It’s Investing Quiz time! Can you answer these questions? https://t.co/JZWn5DAhqn

The correct answers are provided at the end of the quiz with detailed explanations.

Disclosures: https://t.co/jF6CJMHvPR

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

OneDigital is hosting a free Financial Academy session: "Tips and Tricks for Raising Money-Smart Kids." Explore strategies & tools for teaching healthy money habits early on.

📷 Don’t miss out—register here: https://t.co/EXQNWqjLQn

Disclosures: https://t.co/jF6CJMGY0j

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

🌟 OneDigital’s first ad in Greensboro is here! 🌟 Supporting businesses & individuals with insurance, benefits, wealth management, retirement, & HR consulting. Discover our integrated solutions! #GreensboroNC #WeareOneDigital

Please see Disclosures: https://t.co/jF6CJMGY0j

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Happy Friday!

It’s Investing Quiz time! Can you answer these questions? https://t.co/JZWn5DzJAP

The correct answers are provided at the end of the quiz with detailed explanations. However, if you have additional questions, feel free to reach out to us!

#investing #education

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Congratulations to Paul Huber on his nomination for the Making a Difference - Community Service Award by OneDigital Retirement + Wealth Evolvies!

It’s great to see a dedicated newcomer like Paul making significant contributions.

Let’s Celebrate!

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Congratulations to Kaitlyn Lingard, CFP��� on her nomination for the Making a Difference - Community Service Award by OneDigital Retirement + Wealth Evolvies!

Her dedication to community service is commendable, & her role as an adviser, truly makes a difference.

Bravo!

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Let’s shine a light on Laura Harkey who has been nominated for the “Outstanding Client Service Award” by OneDigital Retirement + Wealth Evolvies!

Thanks Laura for leading our Client Services team, exceptional service & the positive impact she brings to our entire crew & clients!

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

We’re thrilled to recognize Patrick Rush as our outstanding leader & team member who has been nominated for the “Financial Adviser of the Year Award” by OneDigital Retirement + Wealth Evolvies!

Let’s celebrate! Congrats to our Financial Adviser of the Year Award Nominee!

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

We feel fortunate to have such a great work family! Giving back to our community is at the heart of what we do. We’ve been volunteering with one of our favorite local charities, BackPack Beginnings. Their mission is to connect children and their families to essential resources.

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

The summer is busy around here! We spent the day with our Carolinas interns, Granger (Raleigh), Kyndall (Greensboro), and Hollis (Charlotte), introducing them to wealth management, financial planning, shadowing a few in-person client meetings, tacos and icecream!

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Hosting colleagues visiting from other locations is always exciting! Had a delightful dinner outdoors with Andrew Jefferys, AIF, CRPC and Ryan Hawley, chatting about family, summer vacation plans, and a touch of business. Looking forward to seeing them again soon!

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Our office recently sponsored the @Servpro Annual Golf Tournament, & it was a fantastic event! The tournament raised funds to benefit the First Responder Children’s Foundation (FRCF), a nonprofit organization dedicated to supporting first responder families and their communities.

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

In Observance of Memorial Day, our offices will be closed on Monday, May 27th, 2024.

We wish you a safe and happy holiday weekend!

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

🎉 Welcome, to our summer intern Kyndall! 🎉 As a rising senior at North Carolina State University, Kyndall will be embarking on an exciting journey in the world of wealth management and financial planning.

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

Congrats to Patrick for been named to the Forbes' 2024 Best-in-State Wealth Advisors List. This distinction comes on the heels of Rush’s Barron’s 2024 Top 1200 U.S. Financial Advisors ranking on March 8, 2024. #FinancialExcellence #weareonedigital #wealthmanagement #wealthadvisor

[Triad Financial Advisors - A OneDigital Company @TriadFinancial]

We are so grateful for our amazing clients & fantastic team members! Thank you for your unwavering support and dedication. We couldn't have done it without you. Wishing you all a happy Thanksgiving filled with love, laughter, & delicious food! 🦃🍁🍽️

#Thanksgiving #Grateful