Category: Financial Advisory
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ATLANTA, May 17, 2016 /PRNewswire/ --Triad Advisors, Inc. today announced that Keeney Financial Group (Keeney Financial) has transitioned to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform. Keeney brings $350 million in client assets, as of March 2016, which is approximately evenly split between fee-based advisory and brokerage accounts. Triad Advisors is a leading independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, and is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).

Based in Columbia, MD, Keeney Financial Group provides financial planning and wealth management to its mass affluent, business owner and high-net-worth clients. With approximately $350M under management, Keeney Financial Group has earned the distinction of impeccable service through their high-touch, concierge approach to client services. Their personalized attention is augmented by state-of-the-art technologies allowing their financial advisors to provide deliverables and gain efficiencies in helping clients appreciate the difference between merely living and living well. Underscoring Keeney Financial Groups commitment to exemplary service is their personal stake in client satisfaction the firms compensation packages are tied to client service metrics.