Continuum Advisory, an independent financial advisory firm with approximately USD900 million in total advisory and brokerage client assets, has successfully transitioned to Triad Advisors’ brokerage and hybrid RIA custodial platforms.
Based in Pleasanton, California, Continuum Advisory offers comprehensive wealth management solutions, encompassing both brokerage solutions and fee-based advisory business provided through its own RIA. The firm was founded April 1, 2016 and consists of 16 advisors, including the partners Brian Damiani, Mike Kelly, Tim Kerrigan as well as the Chief Compliance Officer Jon Sullivan, who together comprise its executive leadership team. Continuum has offices in nine states and serves high-net-worth and mass affluent clients across the country, with an emphasis on holistic financial planning, risk management and wealth management services for retirees and pre-retirees.
Nathan Stibbs, Executive Vice President and Chief Strategy Officer at Triad Advisors, says: “We are very excited to welcome Continuum Advisory to the Triad family and look forward to supporting their continued growth and expansion. At Triad, we are highly selective and we strive to partner with organizations that are innovative, entrepreneurial and have significant potential for growth. The leadership team at Continuum perfectly embodies these criteria which makes them a natural fit for our firm.”
Tim Kerrigan, Managing Partner of Continuum Advisory, says: “We are delighted to join the Triad Advisors platform. From our first meeting with their team, it was apparent that Triad not only shares our passion for client service but is committed to acting as a true empowering partner as we continue to work to ensure that our advisors enjoy great freedom and flexibility in how they run their businesses. We were also immediately attracted to Triad’s boutique service culture, along with the vast resources made available through its parent company, Ladenburg Thalmann. We cannot wait to get started.”
Stibbs says: “Continuum Advisory’s decision to affiliate with Triad further validates our reputation as an ideal partner for large and mid-sized hybrid advisory firms and as the industry continues to evolve we expect more advisors to adopt this model.”