Triad Financial Advisors Honored Among America's Top RIA Firms of 2023 by Forbes

October 20, 2023 OneDigital Newsroom

OneDigital Company Receives National Distinction

GREENSBORO, N. C. – OCTOBER 18, 2023 - OneDigital, a leading insurance brokerage, financial services and HR consulting firm, is pleased to announce that Patrick Rush and his team at Triad Financial Advisors (TFA), who joined OneDigital Investment Advisors in September, were recently recognized by Forbes as one of America’s Top RIAs in 2023. The nomination included more than 40,000 firms, and TFA was selected among 250 finalists. The group was the only firm to be recognized in the Greensboro, Winston-Salem and Raleigh areas of North Carolina.

Our dedication and passion for serving our clients continue to set us apart. This award is a direct reflection of that, and our team is committed to supporting our community through the various life events that require financial expertise.
 
- Patrick Rush, Owner and CEO, Triad Financial Advisors

Patrick Rush, who is currently registered with TFA, will soon be moving his registration to OneDigital Investment Advisors via acquisition to OneDigital’s Wealth Management Practice. Patrick's new role at OneDigital will be Senior Vice President, Retirement and Wealth.

"We are thrilled to announce that Patrick and his exceptional team at Triad Financial Advisors have achieved a top RIA distinction, solidifying their reputation as a best-in-class advisory team committed to delivering financial success to their clients," said Vincent Morris, President of Retirement and Wealth, OneDigital. "Their dedication to excellence aligns perfectly with our vision at OneDigital. We're proud to welcome them to our team and are eager to further expand our wealth management practice, ensuring financial security for an even wider range of individuals."

You can read the full list of the Forbes 2023 America’s Top RIA Firms here.

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com.

Investment advice offered through OneDigital Investment Advisors, LLC an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

About Triad Financial Advisors

Founded in 1982 by Mrs. Carter Leinster, a pioneer for women in financial investing, Triad Financial Advisors is the local leader in working with high-net-worth families and female investors. TFA Owner and CEO, Patrick Rush, continues this legacy as the premier wealth management firm in Greensboro, NC and the Southeast. Combined, the TFA team has hundreds of years of experience and offers a spectrum of wealth management services including investing, retirement, estate, tax, and insurance to high-net worth families. For more information, visit triadfa.com.

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