ATLANTA, April 26, 2018 /PRNewswire/ -- Triad Advisors,
LLC ("Triad" or "the Firm"), a wholly owned subsidiary of Ladenburg
Thalmann Financial Services (NYSE American: LTS, LTS PrA) and a
leading independent advisory and brokerage (IAB) firm supporting
independent hybrid financial advisory practices and registered
investment advisory (RIA) firms, today announced that it has
successfully recruited Cirrus Wealth Management ("Cirrus") to join
its broker-dealer and hybrid RIA custodial platforms.
Located in Cleveland, Cirrus
Wealth Management is an independent financial advisory firm with
approximately $325 million in total
advisory and brokerage client assets as of April 1st, 2018. The practice's areas
of focus include holistic financial planning, investment management
and retirement planning for high-net-worth individuals and small-
to mid-size business owners. Cirrus also assists clients with
complex needs such as estate and tax planning. The practice
encompasses 4 financial advisors and 4 support staff.
Nathan Stibbs, Executive Vice
President and Chief Strategy Officer at Triad Advisors, said, "We
are pleased to welcome Joe Heider
and the rest of the Cirrus Wealth Management team to our platform.
The firm has established a reputation as not only a top-tier client
service provider but one that can deliver a wide range of solutions
and strategies capable of addressing even the most complex
financial planning needs. Triad is delighted Cirrus has chosen to
join us, and we look forward to helping them reach the next stage
in their growth."
Joseph P. Heider, Founder and
President of Cirrus Wealth Management, said, "As we sought a new
strategic partner to help us take the next step in our firm's
growth, considerations like technology, product selection and
gaining added flexibility played a huge part in our decision.
Equally important, however, was finding a partner that was a good
cultural fit. From our very first meeting, it was clear that Triad
Advisors offered a compelling partnership model that matched our
future goals as a hybrid RIA. We are thrilled to be working with
Triad as we embark upon the next stage in our evolution."
Stibbs concluded, "Cirrus Wealth Management's decision to join
Triad Advisors is further evidence of the strong momentum we have
generated over the last year, and demonstrates that our platform,
flexibility and extensive expertise in supporting hybrid RIA
practices continues to represent a compelling value proposition for
firms looking to accelerate their growth. Firms are clearly drawn
to our unique ability to provide advisors with a boutique,
close-knit service culture combined with the world-class resources
afforded to them by our publicly traded parent company, Ladenburg.
We look forward to working with Cirrus Wealth Management in the
years ahead."
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, LLC is a
national, independent advisory and brokerage firm as well as a
multi-custodial SEC-Registered Investment Adviser (RIA) that is an
early pioneer and continued leader in the Hybrid RIA marketplace.
The company provides a comprehensive platform of products, trading
and technology systems, as well as customized wealth management
solutions. Recognized as one of the most successful and
fastest-growing independent firms in the industry (including being
named the leading firm for Hybrid RIAs eight years in a row by
Investment Advisor magazine), Triad Advisors is a wholly owned
subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE
American: LTS, LTS PrA). For more information, please visit
www.triad-advisors.com.
About Cirrus Wealth Management
Cirrus Wealth
Management is a Cleveland,
OH-based financial advisory offering individuals and
families comprehensive retirement, estate, tax and business
planning. For over 30 years, Joe
Heider, founder and president, has worked with clients to
provide sophisticated strategies and solutions for all aspects of
their financial life. For more information about the firm visit
www.cirruswealth.com.
About Ladenburg Thalmann
Ladenburg Thalmann Financial
Services Inc. (NYSE American: LTS, LTS PrA) is a publicly-traded
diversified financial services company based in Miami, Florida. Ladenburg's subsidiaries
include industry-leading independent advisory and brokerage (IAB)
firms Securities America, Triad Advisors, Securities Service
Network, Investacorp and KMS Financial Services, as well as Premier
Trust, Ladenburg Thalmann Asset Management, Highland Capital
Brokerage, a leading independent life insurance brokerage company,
Ladenburg Thalmann Annuity Insurance Services, a full-service
annuity processing and marketing company, and Ladenburg Thalmann
& Co. Inc., an investment bank which has been a member of the
New York Stock Exchange for over 135 years. The company is
committed to investing in the growth of its subsidiaries while
respecting and maintaining their individual business identities,
cultures, and leadership. For more information, please visit
www.ladenburg.com.
Media Contacts:
Joseph
Kuo / Michael Dugan
Haven Tower Group
424 652 6520 ext. 101 or 424 652 6520 ext. 106
jkuo@haventower.com or mdugan@haventower.com
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SOURCE Triad Advisors