Atlanta, GA-headquartered Triad Advisors, which supports independent hybrid financial advisory practices and registered investment advisory firms, has added Wagner Wealth Management to its broker-dealer and hybrid RIA multi-custodial platform.

Atlanta, GA-headquartered Triad Advisors, which supports independent hybrid financial advisory practices and registered investment advisory firms, has added Wagner Wealth Management to its broker-dealer and hybrid RIA multi-custodial platform.

Nine financial advisors make up Wagner Wealth Management, with another advisor set to join soon. The firm – with offices in Greenville, Anderson and Seneca, SC – serves mass affluent and high net worth clients across the US – particularly in the East.

Wagner Wealth also has a strong background working with independent business owners whose businesses range in size from small operations to complex companies with $500 million in enterprise value.

The firm also serves as an independent hybrid RIA group for independent financial advisory practices seeking to affiliate with a larger advisor group. It provides back- and middle-office operational support, turnkey asset management capabilities and technology platforms, as well as "softer" services like valuation and succession planning advice.

Family Wealth Report understands that Wagner Wealth Management was previously affiliated with The Investment Center, a New Jersey-based independent broker-dealer.