Keeney Financial Group, a Maryland-based financial planning and wealth management firm for the mass affluent and high-net-worth clients, has joined Triad Advisors broker-dealer and hybrid RIA multi-custodial platform.
The move will add $350m in assets to Georgia-based independent broker-dealer Triad Advisors, which is a subsidiary of Ladenburg Thalmann Financial Services.
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The assets added to Triad Advisors as part of the move include fee-based advisory and brokerage accounts.
Triad Advisors executive vice president, chief strategy officer Nathan Stibbs 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."
Keeney Financial Group president John Keeney said: "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."
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