Triad Advisors, Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT:LTS), announced today that Texas-based, Karsten Advisors has joined Triad as an independent branch office. Founded in 1977, the second generation firm serves select families in the management of their tax and financial affairs. Karsten Advisors manages over $200 million in client assets.
“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, 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, President and CEO of Triad Advisors, Inc.
About Triad Advisors:Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT:LTS), is an independent broker/dealer and Registered Investment Advisor headquartered in Norcross, GA. Triad offers a broad menu of products, services and total wealth management solutions to independent financial advisors located throughout the country. The advisors affiliated with Triad are dedicated to providing superior service and objective financial advice in order to help their clients achieve their financial goals. As the broker/dealer, Triad provides back office solutions to support advisors in all aspects of their practice, including customer service, account processing, compliance, products and technology. Since its inception in 1998, Triad has been one of the fastest growing broker/dealers in the industry recognized in numerous industry publications. For more information, please visit www.triad-advisors.com. About Karsten Advisors: Karsten Advisors is a second generation family-owned firm that boasts more than three decades of experience assisting clients and serving every aspect of their financial lives. The firm is renowned for its straight forward approach and personal touch. The staff consisting of Certified Financial Planners, Certified Public Accountants Enrolled agents and other experienced team members courteously and professionally offer clients a host of services specially suited to individual needs. Karsten Advisors strives to understand their client’s priorities, goals and aspirations to create a comprehensive plan designed to address what is important in their lives. For more information, please visit http://karstenadvisors.com.