OneDigital’s Greensboro, North Carolina office, formerly known as Triad Financial Advisors, offers comprehensive, fee-only wealth management services tailored to high-net-worth individuals and families. With a legacy dating back to 1982, the Greensboro team specializes in retirement planning, investment management, estate strategies, and tax planning.

As part of OneDigital, a national leader in financial services, insurance, and HR consulting, the Greensboro office provides clients with access to a broad array of resources, including employer benefits, 401(k) plan management, and HR consulting services. This integration ensures that clients receive personalized financial guidance supported by the extensive capabilities of a national firm.