Patrick Noel Rush

Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities.

OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities.