ATLANTA, May 17, 2016 /PRNewswire/ -- Triad Advisors, Inc. today announced that Keeney Financial Group ("Keeney Financial") has transitioned to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform. Keeney brings $350 million in client assets, as of March 2016, which is approximately evenly split between fee-based advisory and brokerage accounts. Triad Advisors is a leading independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, and is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
Based in Columbia, MD, Keeney Financial Group provides financial planning and wealth management to its mass affluent, business owner and high-net-worth clients. With approximately $350M under management, Keeney Financial Group has earned the distinction of impeccable service through their high-touch, concierge approach to client services. Their personalized attention is augmented by state-of-the-art technologies allowing their financial advisors to provide deliverables and gain efficiencies in helping clients appreciate the difference between merely living and living well. Underscoring Keeney Financial Group's commitment to exemplary service is their personal stake in client satisfaction – the firm's compensation packages are tied to client service metrics.
Nathan Stibbs, Executive Vice President, Chief Strategy Officer at Triad Advisors, said, "We are delighted to welcome Keeney Financial Group to Triad Advisors and our Hybrid RIA platform. Keeney Financial's entrepreneurial culture and strong growth potential make them an outstanding addition to the Triad family."
John P. Keeney, President of Keeney Financial Group, said, "We are excited about our new relationship with Triad Advisors and believe it will enable us to continue to differentiate Keeney Financial Group in the advisory services marketplace. The scale of our business and our desire to furnish clients with dynamic solutions had reached a level of complexity that required us to change our affiliations. We can now leverage some of the best technology providers in the world to furnish enhanced wealth planning and reporting tools, provide a greater depth of service and create a more personal and innovative client experience.
With the assistance of Triad's highly responsive service team, its support of our choice of leading-edge technologies and resources, and the additional capabilities available from Triad's parent, Ladenburg Thalmann, we will also be able to realize valuable efficiencies that will free our advisors to focus more of their professional attention on delivering intensive client service."
"In addition," Keeney continued, "Triad's active engagement in careful compliance oversight, concerning both the brokerage and RIA sides of our business, played an important role in our decision to make the transition to Triad. We look forward to working with them and benefiting from their thorough dedication to our business needs."
About Keeney Financial Group
Based in Columbia, MD, Keeney Financial Group is an independent advisory firm providing comprehensive financial planning and wealth management services to mass affluent and high-net-worth clients throughout the Atlantic region and beyond. With approximately $350M in assets in brokerage and fee-based advisory accounts, the firm has earned the distinction of impeccable, personalized service through their high-touch, concierge approach. This distinguishing depth of service has been both a cornerstone of client and staff retention and a primary catalyst for company growth – as clients who have experienced the difference between merely living and living well are eager to share their success stories.
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions. Recognized as one of the most successful and fastest-growing independent broker-dealers in the industry (including being named the leading broker-dealer for Hybrid RIAs five years in a row by Investment Advisor Magazine). Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). For more information, please visit www.triad-advisors.com.
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SOURCE Triad Advisors, Inc.