Triad also unveils new office in Lawrence, Kansas, marking the latest step in its ongoing growth trajectory

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom and impact, recently hosted its Do Business. Do Life. Founders Retreat in Maui, Hawaii from August 3rd-7th at the Hyatt Regency Maui Resort and Spa. As the firm’s most intimate, high touch experience, the retreat was crafted exclusively for over 70 founding members and their families who are committed to shaping the future of independent financial advice. Designed to elevate connection, inspiration, and growth, the annual retreat offers a space to realign with purpose and engage in meaningful dialogue in an idyllic setting.

“We know many advisors have to make sacrifices to build a successful career, often at the expense of family time. When we created this experience, we asked ourselves: What if they didn’t have to anymore? What if we could design an experience that helps them grow professionally while also bringing their families to create lifelong memories together?” said Brad Johnson, co-founder of Triad. “We’re redefining what a true partnership can mean. This experience shows that success isn’t just about the numbers. It’s about finding purpose in your work and creating joy, growth, and freedom in both business and life.”

Building on the momentum of a packed 2024 experience, Triad hosted five days of thoughtfully designed programming, standout hospitality, and meaningful opportunities for personal and professional growth. The agenda centered on three core themes: mindset mastery for entrepreneurial performance, behavioral finance and the psychology of advising, and family integration in entrepreneurial life. These themes reflect Triad’s values–blending purpose, freedom, and family to inspire lasting impact for stakeholders across the industry.

One of the keynote experiences featured Daniel Crosby, Ph.D., Orion’s Chief Behavioral Officer, bestselling author, and a leading voice in behavioral finance, who explored the psychology of wealth and decision making. As part of his session, Daniel also previewed his upcoming book, The Meaning Manifesto, and gave attendees an exclusive first look at several chapters. The session explored how to identify your vision of best and worst case scenarios and respond to them effectively; the power of personalization; and the importance of demonstrating deep understanding and care.

The 2025 speaker and headliner lineup also featured key voices in leadership and entertainment, including:

• Jason Khalipa – CrossFit Games champion, founder of NCFIT, and host of the Jason Khalipa Podcast - presented a session on mindset, overcoming adversity, fitness and life integration, and creating a legacy. He also led high-energy fitness sessions and mindset workshops throughout the experience.

• DJ Hydan – Known around Kansas City for his performances with the Kansas City Royals and Sporting KC, DJ Hayden brought his signature sound throughout each day and evening activities.

• Switchfoot headlined Triad’s private concert, with The Green, a band local to Hawaii, opening up the evening.

In addition, Triad recently opened an additional new office in downtown Lawrence, Kansas. The space was designed to support a growing team, enhance cross-functional collaboration, and attract top talent from across the country. It also serves as a hub for monthly advisor trainings and enables the firm to dedicate more resources to member service, innovation, and strategic operations. With room to scale teams such as new business, operations, and marketing, Triad is well positioned to strengthen its platform and expand support for its rapidly growing advisor community.

To learn more about how Triad Partners is reshaping the future for financial advisors, visit our website.

About Triad Partners

Triad Partners, founded in 2020, is a leading field marketing organization dedicated to transforming the way financial advisors approach their businesses by embracing a "Do Business. Do Life.™" mentality. Triad provides advisors with the resources, tools and support they need to achieve limitless growth and personal freedom, while focusing on aligning their lives with their values and aspirations—not just scaling a business. Through thoughtfully designed programs, financial advisors gain the knowledge and strategies to elevate their businesses, reclaim their time and prioritize what truly matters. By empowering its members to grow with purpose and balance, Triad Partners helps them build a future defined by freedom, happiness and the ability to thrive both professionally and personally.

About Triad Wealth Partners

Triad Wealth Partners is a financial services company empowering advisors to build businesses of significance through a robust platform offering investment management, financial planning, operations and compliance support and practice management solutions. It serves as a trusted partner within a passionate community of growth-minded professionals that provides an innovative platform that catapults advisor business growth and reinvigorates advisor-led teams while serving their clients at the highest level. To learn more, visit www.triadwealthpartners.com. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser.

Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250813753756/en/