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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.



“At Schwab, we believe in putting the client first.” We could not agree more with this statement, Charles Schwab truly accomplishes this through keeping the client at the heart of every decision they make. Through modern technology and  ease of doing business accompanied by the level of expertise  and resources they offer; they could not be a better fit. Founded in 1971, Charles Schwab currently manages $3.36 trillion in assets, and is ranked 13th largest on the list of largest banks in the United States. As clients of Strategic Wealth Advisors, you will have access to their elite Charles Schwab Institutional platform. Charles Schwab and M Financial are not affiliated with Triad Advisors.