Originally founded as an independent firm, Triad Financial Advisors, Inc. was acquired by OneDigital in 2020 to expand its wealth management capabilities. Now operating under the OneDigital brand, the firm focuses on providing holistic financial planning, investment management, retirement plan consulting, and wealth management services to individuals, families, and corporate clients. Its integration into OneDigital allows it to offer clients a unified approach that combines wealth management with health, insurance, and HR consulting services.

Founded in

United States