Our Partners

With more than 145 Member Firms, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

In 2015, we joined M Financial Group, one of the nation’s leading financial services design and distribution companies. As one of the independent M Financial Member Firms, we are powered by a network of leading financial services teams; one highly regarded in the wealth transfer, executive benefits, and wealth management markets.

With their relationships, buying power, and client data, M Financial has the ability to create proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. M Financial applies industry best practices, has a strong entrepreneurial spirit, and consistently distinguishes itself from the competition. Charles Schwab and M Financial are not affiliated with Triad Advisors.

Triad Advisors is recognized as one of the most successful and fastest-growing independent broker-dealers in the country. Additionally, they have been recognized for 9 years running as the #1 independent broker-dealer for Hybrid Registered Investment Advisors, by Investment Advisor Magazine. They proudly stand at #2 in the country for percentage of female Financial Advisors and #5 for most Certified Financial Planners in the country. Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., one of the world oldest and most influential financial services firms established in 1876. Triad Advisors benefits from Ladenburg’s world-class resources, including its syndicate desk, investment banking, IPOs, research and asset management capabilities. As of February 2020, Triad Advisors is now owned by Advisor Group.

Schwab empowers independent investment advisors to achieve more-for themselves, their firms, and their clients. For more than 25 years, we have worked side by side with advisors to help them reach beyond the status quo and to stand out in fiercely competitive markets. Today, we work with nearly 7,000 RIAs, and they entrust more assets to us than to any other custodian. We are committed to helping RIAs thrive. Schwab Advisor Services™ is a business segment of Charles Schwab & Co., Inc.

“Take intelligent risks rather than follow the crowd.” This was the inspiration with which Edward C. Johnson 2d founded the company and it continues to guide us forward as a pioneer in the world of investing. As the financial industry evolves and customer needs become more complex, Fidelity has and continues to reinvent, innovate, and transform itself to be ready for the financial landscape of tomorrow. With 52,000-plus associates, Fidelity’s global presence spans nine other countries across North America, Europe, Asia, and Australia who are working tirelessly to meet the needs of our customers.

Today, TD Ameritrade provides investing and trading services for 11 million client accounts that total more than $1 trillion in assets, and custodial services for more than 6,000 independent registered investment advisors. With clients placing, on average, approximately 500,000 trades each day, it maintains the leadership position it assumed when founder Joe Ricketts opened his doors in Omaha, NE, in 1975.