Wealth Management

Leading Retail Banking Solutions

Retail banking is an excellent way to provide more client services and to create another revenue stream for advisors. As part of Triad Advisors’ Wealth Management Platform, we have forged a relationship with BofI Advisor, the industry’s leading banking solution for independent advisors.

Our advisors have access to an extensive product line, including:

  • CDs
  • Checking and Savings Accounts
  • Credit Cards
  • Money Market Accounts
  • World Currencies

These banking products are available for both individual clients as well as small business owners.