Helping You Do Business and Do Life Is What We Do Best

Triad Wealth works with independent advisors seeking more from business and life.

Do Business. Do Life.

Who We Are

At Triad Wealth Partners, our metric for success is simple: Bringing more freedom to Members’ lives and their businesses. That’s because we’re not just another vendor. We’re a team of seasoned RIA leaders dedicated to shouldering the weight of portfolio management and time-consuming back-office to-dos so you can get more out of your business and more out of your life.

Who We Are

What We Do

Working as a seamless extension of your team, Triad Wealth Partners gives you the freedom and flexibility you need to do what you do best. Here’s how:

Triad Wealth Partners Does

  • Portfolio Management
    • Investment Research
    • Model Marketplace & Manager Due Diligence
    • Portfolio Construction
  • Trading
    • Portfolio Rebalancing
    • Trade Placement
    • Trading Reconciliation
  • Sales & Branding
    • Proposal Generation
    • Marketing Support
    • White Labeling
  • Client Experience & Operations
    • Billing
    • Reporting & Sleeve Level Reporting
    • IPS / IMA Generation
    • Held-away Assets
    • Operational Excellence

So You Can Do

  • Client Meetings
  • Prospect Meetings
  • Preparing for Client & Prospect Meetings
  • Practice Management
  • Marketing Activities (i.e., webinars, seminars, digital marketing, etc.)
  • Networking to Expand Your Brand
  • Hiring, Developing, and Retaining Talent
  • Culture Building

What Drives Us

Triad Wealth Partners’ investment management offerings are fueled by these core foundational tenants.

Risk Monitoring

We focus on risk. Specifically, aligning your clients’ portfolios with their risk appetite and goals.

Intentionality

We drive client success with a meticulously deliberate approach to all aspects of investment management – there’s purpose behind everything we do at Triad Wealth.

Process

Everything we do is deeply rooted in process, thought and consideration. Because if our execution is in line with agreed-upon expectations, the client wins – and that means you win

From the Founders

“Wearing multiple hats as an advisor, trader, compliance manager, operations specialist, etc. is challenging and it takes you away from what you do best—and the reason why you built your business in the first place. Triad Wealth Partners is committed to helping you grow, both professionally and personally, and we believe access to a team of professionals in the areas outside of where you’re most passionate can truly accelerate your growth and make a bigger impact in your clients’ lives.”


Shawn Sparks and Brad Johnson

people are talking

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membership by application only

Our mission is to help our members grow their business and freedom by connecting them with an exclusive network of elite advisors, world-class experts, and best-in-class business development coaches. Through meaningful dialogue and shared transformative experiences, our advisors translate their success in business into personal freedom and fulfillment.

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qualifications for membership

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lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
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lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
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lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
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Membership by Application Only

Our mission is to help our members grow their business and freedom by connecting them with an exclusive network of elite advisors, world-class experts, and best-in-class business development coaches. Through meaningful dialogue and shared transformative experiences, our advisors translate their success in business into personal freedom and fulfillment.

Membership by Application Only

Our mission is to help our members grow their business and freedom by connecting them with an exclusive network of elite advisors, world-class experts, and best-in-class business development coaches. Through meaningful dialogue and shared transformative experiences, our advisors translate their success in business into personal freedom and fulfillment.

frequently asked questions

Triad Partners is a best-in-class marketing services company that partners with high-performing financial advisors. We offer customized digital marketing solutions and team empowerment strategies so you can experience unlimited growth and freedom in your life and business within 12 months.

Triad is a Field Marketing Organization (FMO) but not an Independent Marketing Organization (IMO).

When you become a Triad member, we will partner with you and create tailored solutions to streamline your marketing and power your team. You’ll gain access to an exclusive sphere of successful leaders and join a peer group of high-achieving, like-minded advisors.

We partner with high-achieving financial advisors who are seeking to scale but feel that their businesses are dependent on them. They have the ambition to grow but find their freedom restricted by overwhelming responsibilities. Triad membership may be a fit for advisors like these who are:

  • Making $10M annual annuity production
  • Have a growth mindset
  • Committed to attending meetings
  • Willing to network with other high-achieving advisors
  • Ready to learn from strategic partners

Triad membership is only a fit for clients who have reached a certain tier in their businesses and require innovative tools to scale beyond that point. A minimum annuity amount allows us to ensure that you have reached that level and our tools will be best suited for you. It also provides the opportunity for you to connect with peers who are at the same stage.

To join Triad, simply click here to inquire about membership. You’ll fill out an application that will be reviewed by our team, and we’ll be in touch regarding your application status. If your application is accepted, we’ll begin the onboarding process so you can start achieving growth and freedom faster and easier than you ever thought possible.

Our mission is growth without sacrifice. With our partnership, you can build a business that stands the test of time while you enjoy your life. As a member, you will receive:

 

  • Customized digital marketing solutions to amplify your returns
  • Strategies for growing your assets, scaling your team, and expanding your knowledge
  • Access to an exclusive sphere of successful leaders and marketing experts
  • An elite mastermind of high-achieving financial advisors just like you

Our membership is limited so we can focus on each client’s needs and provide them with the best possible experience and outcomes. Our emphasis is on quality and customization, which requires that we limit the number of clients we partner with at any given point.

The name “Triad” represents three groups of people coming together as one to accelerate the unfettered growth of the top 1% of financial advisors: our exclusive FMO, our top-notch leadership and marketing experts, and our mastermind of high-achieving, like-minded advisors.

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