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Triad Financial Advisors, Inc - A OneDigital Company logo

Triad Financial Advisors, Inc - A OneDigital Company Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Triad Financial Advisors, Inc. is a fee-only financial planning and investment management firm based in Greensboro, North Carolina, serving individuals and families across the United States for more than 35 years. It provides comprehensive financial planning and investment management services to a nationwide client base, operating as a small, specialized practice within the financial services industry. In September 2023, Triad Financial Advisors announced a partnership with OneDigital that led to its acquisition and integration into OneDigital. The arrangement places Triad within OneDigital's Greensboro footprint and broader wealth-management platform, and the firm is now identified as a OneDigital Company reflecting its integrated status.

Find Triad Financial Advisors, Inc - A OneDigital Company employees' phone numbers or email addresses

Triad Financial Advisors, Inc - A OneDigital Company Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Triad Financial Advisors, Inc - A OneDigital Company's Leadership

  • Stylized image of a person
    J. H.
    Owner
    Mobile Phone
  • Stylized image of a person
    J. M.
    Client Advisor
    Mobile Phone

Triad Financial Advisors, Inc - A OneDigital Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Triad Financial Advisors, Inc - A OneDigital Company

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. H.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. M.
    Client Advisor
    Mobile Phone
    May 09, 2025

Frequently Asked Questions

What is Triad Financial Advisors, Inc - A OneDigital Company known for?

Minus sign iconPlus sign iconTriad Financial Advisors, Inc - A OneDigital Company was founded in 1982 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-336-230-****
. Explore Triad Financial Advisors, Inc - A OneDigital Company's company overview page for more information.

What is Triad Financial Advisors, Inc - A OneDigital Company's most common email format?

Minus sign iconPlus sign iconTriad Financial Advisors, Inc - A OneDigital Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Triad Financial Advisors, Inc - A OneDigital Company email formats with LeadIQ.

How many employees does Triad Financial Advisors, Inc - A OneDigital Company have currently?

Minus sign iconPlus sign iconTriad Financial Advisors, Inc - A OneDigital Company has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Triad Financial Advisors, Inc - A OneDigital Company's key employees and leadership?

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As of July 2026, Triad Financial Advisors, Inc - A OneDigital Company's key employees include:

  • Owner: J. H.
  • Client Advisor: J. M.

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