Triad Advisors has entered into a partnership with Atlanta-based Tegra Financial Partners. As a Registered Investment Advisor, Tegra is the pre-eminent provider in Georgia for financial advisory and retirement plan consulting services, offering wealth management and retirement options.
Tegra seeks to supply their clients with experienced staff that includes managing director Nick Bhandari and David Schultz, a lead partner in the Tegra division and serves as the COO along with its solutions. The firm has said that together they manage over $400 million for families and businesses and provide administrative services for nearly 800 retirement plans.
Nick Bhandari, partner and managing director of Tegra, said: “One of the key reasons we decided to utilize Triad as our Broker/Dealer partner was that they took the time to understand our business model and vision. Mark Mettelman, Nate Stibbs and other key management personnel are real people, and always available to us in an effort to further our client service model.”
