About TriCities Advisors

TriCities Advisors provides comprehensive financial planning and asset management services for families, professionals, business owners and executives. We also provide beginning to end employee benefits consultation and brokerage services. Our Team works toward exceeding our client's expectations by providing superior service, fostering long term relationships and focused attention to their individual needs.

We are a full service, independent firm and our advisors and associates are affiliated with LPL Financial, one of the leading financial services companies and the largest independent broker-dealer in the United States. (As reported by Financial Planning magazine, June 1996-2019, based on total revenue.)  Our alignment with LPL provides us with a robust mix of services and resources that help us discover our clients' priorities, dreams, and passions; analyze and develop financial plans that support every state of their lives; and make product recommendations that put them on the path to pursuing their goals.

Being independent allows us to offer a wide range of investment options from leading providers in the industry. We are able to provide our clients with objective advice as we aren't required to use proprietary products and services.