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Recognition attributed to Triad’s continued growth and integrated approach to wealth management and insurance planning.
Clients don’t need more convincing. According to New York Times bestselling author Jon Acuff, they need clarity, confidence and trust.
Triad Partners has been named a Finalist in the ThinkAdvisor 2026 Luminaries Awards in two categories: Thought Leader of the Year (Brad Johnson, DBDL Podcast) and RIAs Less than $10B AUM Product or Service Innovation (Triad Wealth Partners).
The Inc. 5000 is the prestigious annual ranking of the fastest-growing private companies in America that exemplify the vital role that entrepreneurial businesses play in driving the U.S. economy.
According to bestselling author Michael Hyatt, AI is not replacing the client-advisor relationship; the opposite is happening.
Triad Wealth’s Brent Coggins argues that tax efficiency should not be the determining factor when putting together a solid core equity portfolio.
ETFs that allow investors to double, or triple, the daily performance of a stock or index are growing bigger than ever.
Triad to give an early preview of Triad AI, the company’s upcoming platform designed to automate advisor workflows and improve operational efficiency.
Finalists of the 2026 Wealth Management Industry Awards were announced and our own Dani Hampton made the list for Chief Compliance Officer of the Year.
Flagship San Diego experience brings together Triad member founders, their families, and a select group of strategic partners for five days of business strategy, leadership, and community.
Triad Wealth Partners has surpassed $2 billion in assets under management (AUM), a 5X increase since the beginning of 2025. This milestone reflects continued momentum across the firm’s expanding advisor network and its focus on delivering tailored wealth management solutions for the individuals and families it serves.
Jefferson Fisher, a trial lawyer who is also a New York Times bestselling author whose reach extends to over 13 million followers, has spent his career navigating high-stakes litigation and emotionally charged situations. Hear his tips strategies for cutting through noise to better connect with clients.
Brad Johnson of Triad Partners has been named a finalist for the 2026 Investment News Excellence Awards in the category, Finfluencer of the Year.
Brad Johnson of Triad Partners talks leadership and life on the Model FA podcast.
Reach out to our media team for interviews, expert commentary, and press materials.
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