Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions
Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets.
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The separate solo advisory practices have joined Advisor Group through its subsidiary and network member firm Triad Advisors for brokerage services and Triad Hybrid Solutions, one of Triad’s two corporate registered investment advisors, to support their fee-based books of business. Advisor Group also includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America and Woodbury Financial Services.
Jeff Rosenthal, CEO and President of Triad Advisors, said, “It’s a tremendous win for Triad Advisors and Triad Hybrid Solutions to bring aboard two experienced professionals such as Wade Roberts and John Hachey. These are experienced advisors with decades of success serving investors in central Georgia who have the entrepreneurial spirit and drive to grow that we look for in the advisors with whom we collaborate. We look forward to partnering with both towards our mutual success.”
With 25 years of experience as financial advisor, Mr. Roberts’ transition to Advisor Group and Triad mark his first entry into the independent channel. Through his practice based in Woodstock, Ga., he specializes in wealth planning, estate planning and overall portfolio management.
Mr. Roberts said, “I had been searching for the most fitting partners to help me take the next step in the growth and development of my business, and I can say wholeheartedly that I have found those partners in Advisor Group and Triad. Working with them will give me the chance to explore true independence while still leveraging the support, technology and services of a world-class wealth management organization.”
Based in Kennesaw, Ga., Mr. Hachey provides his clients investment counsel, holistic financial planning services, life-transition planning and retirement planning. He has 19 years’ experience as a financial advisor.
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Mr. Hachey said, “For years, my clients have trusted me to provide financial counsel through all stages of their lives, and collaborating with Triad and Advisor Group broadens and enhances my ability to serve them. They give me the flexibility and freedom as an independent business owner to serve my clients as I choose, to the best of my ability.”
Greg Cornick, Advisor Group’s President, Advice & Wealth Management, said, “Jeff Rosenthal and the Triad team continue to drive strong results in recruiting outstanding advisors to the Advisor Group platform. Triad’s versatility in supporting diverse business models is a true differentiator in the market, and Triad continues to demonstrate its strength as a destination firm for entrepreneurial advisors such as Wade Roberts and John Hachey, effectively supporting them in raising their growth trajectory.”
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