1003 N. Main Street,
For every major milestone.
For every life goal.
Triada Advisors is there.
We focus on helping clients secure the quality of life they have always envisioned.
You have big dreams.
Some things can't wait
Let's uncover your strengths and values, then line them up with your financial goals.
We’re rooted in the belief that establishing trust and caring about our clients’ best interests are of utmost importance. For 20-plus years, we’ve worked with family business owners, retirees and wealth builders to maximize their capital for long-term prosperity and growth.
And when we work with clients, it’s not merely transactional — it’s personal. We take the “advise” part of “financial advisor” to heart, and with an obligation to serve, we’ll guide you based on your life goals, values, priorities and passions, rather than sales quotas.
We believe that:
Our team is there for you for every big milestone and for every meaningful moment. Go forth and live the life you’ve always imagined.
We’re proud to provide wealth management solutions to some of our community’s most hardworking family businesses spanning a range of industries, including agriculture, manufacturing and distribution, construction and real estate, and professional services.
From start to finish, we support retirees through every stage of the retirement cycle, including long-term care and insurance preparation, tax planning, investment strategies, cash flow and distribution planning, Social Security, Medicare, and more.
Whether you’re on your way up the ladder or at the peak of your career, our team of advisors will help you develop a solid financial plan to make the most of the wealth you’re working hard to grow and pursue the long-term goals you’ve set out for yourself and your family.
“I used to think that I worked hard so that I can enjoy the fruits
of my labor, now I learned that my labor is the fruit. Our hard
work and service to you is more than a mere goal. It is our purpose
in life to collaborate with your successes and share in your joys.”
– Cal Neeman
We are proud to be a partner to our clients as they advance through exciting life milestones, such as building their careers, starting families and preparing for retirement. You can count on Triada to go the extra mile for you, your family and your business — every time.
At Triada Advisors, we help you feel confident in your financial future by providing you with the tools to succeed, offering comprehensive investment management, insurance and financial planning services.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.