Triad Wealth Partners is an SEC registered investment adviser that provides investment advisory services, partnering with financial advisors to craft investment strategies aimed at retirement planning.

Triad Wealth Partners

Financial Services

Triad Partners

Triad Wealth Partners | 468 followers on LinkedIn. Triad Wealth works with independent advisors seeking more from business and life. | At Triad Wealth Partners, our metric for success is simple: Bringing more freedom to Members’ lives and their businesses. That’s because we’re not just another vendor. We’re a team of seasoned RIA leaders dedicated to shouldering the weight of portfolio management and time-consuming back-office to-dos so you can get more out of your business and more out of your life.

Our team continues to grow and we couldn’t be more excited for Cody Augustus IACCP® to join the compliance team as our Director of Compliance. Cody brings an incredible background and skillset for our members and we can’t wait for them to work with Cody! Welcome to the team! Triad Partners #dbdl

Ready to run with the #wolfpack ?! 🤝 We're looking for some talented, motivated, DBDLing individuals to join our team! ▲ Graphic Designer ▲ Operations Coordinator ▲ IT Managed Service Operations Manager ▲ Relationship Manager ▲ Digital Strategy Manager ▲ Executive Assistant Join a group of people who have the same calling you do-- building a business & life of SIGNIFICANCE. #DBDL Apply now on our career page! ➡️ https://lnkd.in/g-kvYdkw

Launch 2025 is just around the corner, and our speaker lineup is phenomenal! First up, we’re thrilled to announce Tim Grover—legendary performance coach to icons like Michael Jordan and Kobe Bryant. 🏀 Tim will reveal the secrets behind relentless focus, resilience, and achieving true significance—qualities essential for success in both business and life. 📈 Stay tuned as we reveal more incredible speakers for #Launch2025 !

It’s our 4-year anniversary! ➡️ Swipe to see our journey so far. To our amazing team: thank you for your resilience, for putting our members first, for pushing boundaries, and for caring for each other the way you do. The next 4 years will be the best of our careers, because we’re committed to making it so—together. Let’s keep taking on challenges and building something remarkable, all while DBDLing along the way! 🥂 #Triadaversary

Halloween at Triad might be the best. It’s a true expierence, and the Wealth team did not disappoint. We’ve been talking about who we’re going to dress up as from The Office for a good part of this year and I’m still laughing from how hard we nailed it. We didn’t win the team competition, but Wealth is still number one in my book and this was a Halloween I’ll never forget! Triad Partners | Triad Wealth Partners Lyndsy Dvorak 👉 Meredith Brent Coggins 👉 Andy Bernard, Cornell 92’ Dani Hampton IACCP® 👉 Angela Joe Mikuls, MBA 👉 chili pot Kevin Scott Rinehart, CPA 👉 Prison Mike Jennifer (Jenny) Park 👉 Erin Hannon Mark Raggett 👉 rational consumer Oscar Christy (Drake) Dodge 👉 bad hair Phylis Cody Augustus IACCP® 👉 Dwight Blake Matzke 👉 Jim as Madge Brennan Sarbaugh 👉 three hole punch Jim And me as Corporate Jan 🤷♀️

Sara Baker, JD, LLM

My favorite definition of culture is “your company’s culture is the stories you share with others when you’re not at work.” Well, yesterday was one of my favorite culture stories. Lyndsy Dvorak , Triad Wealth Partners ’ Director of Ops and who essentially keeps our lights on, was in St Louis for the Flyball National Championships. If you haven’t checked out Flyball, you need to, especially if you’re a dog lover. These dogs are crazy fast! I drove over to STL and finally got to meet all of Lyndsy’s pups (including Anthem - the fastest Border Collie in the WORLD!!). Our team talks about our pets a lot, so it was beyond amazing to put names to paws and really expierence what makes the people you work alongside everyday who they are. Lyndsy is so dedicated and passionate about this sport and her dogs, and it’s those same qualities that make her so dang good at her job. What made this so extra special is who also came from our community to cheer Lyndsy and her Flyball team along. It’s not just our team’s culture, but the culture of the entire financial services community that’s special. Loved seeing Tim Highland from Practifi and Andrew Hall and Christine Hall from Virtus Financial Group. Let’s go Catch You on the Flip Side and all of the teams and pups racing this weekend! #dbdl

Our favorite estate planning tool for financial advisors: Wealth.com ! This week we're with Tim White (co-founder of Wealth.com ) and Sara Baker (President of Triad Wealth Partners ) to talk about new tech transforming estate planning for advisors. 👉🏻 Tune in now for the full interview! #DBDLPodcast Triad Partners is a Wealth.com client.

Do Business. Do Life. Podcast

Checkout out the most recent episode of the Do Business. Do Life. Podcast with Tim White and Sara Baker, JD, LLM . Brad Johnson delivers as always and has such a fun conversation about how Wealth.com is modernizing estate planning and changing the game. 👇👇

And that's a wrap for #ScaleSummit KC! 🥳 We kicked the week off with a goal-setting session led by Michael Hyatt , followed by an inspiring Q&A with Tim Tebow on building champions. From insightful Triad Member panel discussions to breakout sessions tailored for every team role, we covered it all! But it wasn’t just about business—we also made time to 'Do Life' at Union Station and explored more of what Kansas City has to offer. We can't wait to DBDL with our Triad Community again soon! #DBDL #TriadPartners

Another Planning Bootcamp and Scale Summit in the books with Triad and our member firm teams. From planning fundamentals, to advanced planning, to break-out sessions to dig deeper into actual case studies and topics like annual reviews & client service requests … the Triad team wowed and showed-up. There’s nothing better than working with people you love being around and who care deeply about helping others. When you’ve got that, magic always follows. Also, a HUGE shout out to our Expierences Team - they knocked it out of the ballpark EVERYTIME. Megan Tetuan , Aja Kruger, and Molly Hall. See you next time Triad members at Bootcamp & Scale Summit in 2025! Scott Rinehart, CPA Mitchell C. Hockenbury Brent Coggins Lyndsy Dvorak Joe Mikuls, MBA Jennifer (Jenny) Park Christy (Drake) Dodge Ayre Williamson -Shilling Mark Harper Jesse Riley Patrick Butcher Dani Hampton IACCP® Bobbie Gilbreath Anderson Shawn Sparks Triad Partners | Triad Wealth Partners #dbdl

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