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Advisor Group’s Triad Advisors adds Tribe Financial to hybrid adviser practice

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Triad Advisors, a member of the Advisor Group network of independent US wealth management firms, has added Tribe Financial Group to Triad Hybrid Solutions, a platform that delivers a Registered Investment Adviser-style experience to independent businesses that do not want the administrative and regulatory costs of having their own RIA firm. The successful recruitment reinforces Triad’s longstanding industry position as the leading destination for independent hybrid advisor businesses, while underscoring the enhanced value Triad offers to financial advisors with the scale and resources of its parent company, Advisor Group.

 
Based in Lake Oswego and Bend, Oregon, Tribe Financial Group is an independent wealth management practice, encompassing two financial professionals and USD100 million in total client assets. Tribe Financial Group works with clients spanning the gamut of age, net worth and geography, seeking clients with whom they can build long-term relationships based on trust and mutual respect. Co-founded in 2013 by Managing Partners Mary Dill and Kyle Sullivan, Tribe Financial Group specialises in financial planning, asset management, estate planning, tax planning, legacy planning and business consulting. 
 
Triad CEO and President Jeff Rosenthal says: “Tribe Financial Group is a perfect fit with Triad’s advisor community and culture. From the outset, we have been extremely impressed with Tribe Financial Group co-founders Mary Dill and Kyle Sullivan, who have shown tremendous dedication to building their business through the delivery of an exceptional client service experience. Their team is entrepreneurial, focused and hard-working, with enormous potential for growth. We are proud to welcome Tribe Financial Group to our Triad Hybrid Solutions platform.”
 
Dill and Sullivan say: “At Tribe Financial Group we have seen strong growth in both fee and commission sides of our business since our founding, and it only made sense to partner with Triad, a firm that was built from the ground up, decades ago, to support the needs of hybrid advisor businesses just like ours. Triad’s platforms and technology lead the industry, and the resources and tools they can offer through their Advisor Group parent company are very exciting to us. But the true attraction for us was the Triad sense of community and culture. Just as we enjoy working with clients with whom our culture fits, we are thrilled to be working side-by-side with a home office team that understands us and knows how to help us reach our full potential.”
 
Jamie Price, CEO and President of Advisor Group, says: “We congratulate Triad Advisors on welcoming Tribe Financial Group to their platform, and the broader Advisor Group community. Bringing aboard Tribe Financial Group reflects what we are trying to accomplish every day in true partnership with the financial professionals that affiliate with our wealth management firms. Financial professionals bring to the table their dedication, work ethic and expertise, and we supplement it with industry-leading platforms, technology and services, in order to nurture their professional growth and success.  We’re thrilled to serve the team at Tribe Financial Group, and to be in their corner.”

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