Keeney Financial Group, an independent advisory firm based in Columbia, Md., has transitioned to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform, Triad announced Monday.
Keeney brings $350 million in client assets to Triad, which is based in Atlanta, Ga., and is a subsidiary of Ladenburg Thalmann Financial Services Inc.
Keeney Financial Group provides financial planning and wealth management to mass affluent, business-owner and high-net-worth clients.