Triad Advisors LLC, an independent advisory and brokerage firm and subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Stonebridge Financial Group to its hybrid solutions platform. The team, formerly with Wells Fargo Advisors Financial Network, oversees approximately $850 million in advisory and brokerage client assets.
Stonebridge is an independent financial advisory firm that provides comprehensive wealth management, including asset management, life and long-term-care insurance, retirement income strategies, and estate planning, for families and companies in coordination with their tax and legal professionals. The Stonebridge team is led by Brian McCarver, Jonathan Freeman and Jim Kampstra and consists of seven financial advisors, a portfolio analyst, and 11 support staff. The firm is headquartered in Wormleysburg, Pennsylviania with an additional office in Gettysburg.
“Brian, Jon, and Jim have built the type of young and entrepreneurial group that has all the ingredients for success,” said Michael Bryan, chief executive officer of Triad. “Triad Hybrid Solutions is happy to provide them with the infrastructure to grow their team, assets and client base with confidence over the long term. We will help expand their product and solution set, as well as empower them to pursue their growth strategy with first-class technology and operational support.”
Headquartered in Atlanta, Triad Advisors is a national, independent advisory and brokerage firm and a multi-custodial registered investment adviser. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions.