Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc., announced that Texas-based, Karsten Advisors has joined Triad as an independent branch office.
Founded in 1977, the second generation firm serves families in the management of their tax and financial affairs. Karsten manages over $200 million in client assets.
Triad, which is based in Norcross, Ga., is an independent broker/dealer and registered investment advisor that offers an array of products, services and total wealth management solutions to independent financial advisors nationally. Triad launched in 1998.
Karsten’s staff consists of both certified financial planners and certified public accountants.
“We look forward to the affiliation with Triad Advisors and are excited about the additional services they will provide in delivering innovative investment solutions to our clients,” says Tom Karsten, the president and CIO of Karsten Advisors.
“We are thrilled to welcome Tom Karsten and his outstanding team to Triad Advisors. Karsten Advisors and Triad share a common goal of providing unbiased investment solutions and personal service to each client,” says Mark Mettelman, Triad’s president and CEO.