Changing the financial services industry means changing how it defines success.

Est. 2020

Starting with a radical shift in mindset and vision, we’re empowering elite advisors to redefine achievement.

Anthony Pellegrino




& Freedom

In Business & In Life

That’s significance.
That’s Triad.
Derek Gregoire
Tom Jacobs

Stop Chasing Production.

Start Building Freedom.

Our Goal

To help advisors shift from fueling constant production that is dependent on them to scaling limitless freedom.

We were founded to free financial advisors and their teams from the burn-out model all too common in the industry.

We place them on the path to improving the success of their business and the quality of their lives - at the same time.

We Run As A Pack

Everything we do, we do as a community

Everything we do,

we do as a community.

From our Member network of top-tier financial advisors and their teams to the Triad team of experts, working together is in the DNA of our culture – especially when it comes to changing an industry and the lives of the advisors working in it.

Top-Tier Financial Advisors

Member Network

Our members offer invaluable guidance to navigate the complex landscape of investments, budgeting, and wealth management.

Business Development Experts

The Triad Team

Our expertise lies in helping our members craft their vision and leveraging tools to drive brand awareness and engagement.

Matt Dixon

The Experience

We’re Better

When We're


Our industry-first Experiences bring our Members, their teams and the Triad team together in different cities across the country to learn, grow, build a better community and spark the change our industry needs.
Mike Neben speaking to a crowd

Take a Closer Look

The Makings of Our Membership

Get a closer look at what goes into our memberships, the top-notch advisors who make up this incredible community and the team dedicated to helping it grow.

Start learning

Join The Academy


Join The Movement

Let’s find out if membership with Triad makes sense for you.