About TriBridge

Everything we do, we do because we believe in making a meaningful difference in the lives of those we serve.

We do this through teams of specialists, using an established method designed to maximize the client experience. We assist clients in reaching their goals using insurance, financial, benefits, and advisory services.

TriBridge Partners is a firm of specialists in Employee BenefitsIndividual Insurance and Financial Planning, and Business Enterprise Planning. Our client focus is assisting professional organizations and closely-held businesses. Our structure is to have the experienced professionals in the areas of insurance and financial services that are needed by our clients, be they: Management purchasing on behalf of employees; Individuals seeking to coordinate their planning with benefits from an employer; or the Enterprise seeking to structure itself effectively for continuity and growth.

OUR CLIENTS

Who We Serve

Employers & Employees

Whether you are an employee that requires some advanced planning or someone who has been referred to TriBridge for direction, we work with thousands of individuals and families who want guidance, education, or solutions in the areas of insurance and financial planning. Our Individual Solutions team is comprised of experienced professionals who can assist you in every phase of life.

Executives & Business Owners

Income preservation and tax exposure is a major issues for owners who derive compensation through the net revenues of their firm. Our team of specialists use a combination of financial tools, legal resources, and tax provisions to help ensure that net revenues are maximized, generational planning is complete, and that in the event of a loss – business continuity is secure. TriBridge works with sole owners, partnerships, and groups of equity shareholders to help protect against risk and to maximize opportunities.

Individuals & Families

Whether you are an employee that requires some advanced planning or someone who has been referred to TriBridge for direction and counsel, we work with thousands of individuals and families who want guidance, education, or solutions in the areas of insurance and financial planning. Our Individual Solutions team is comprised of experienced professionals who can assist you in every phase of life.

CONNECTIONS

Specialty Industries

Legal Professionals and Law Firms

Non-Profit

Government Contracting

Professional Services Firms

Technology Industries

Manufacturing Companies

PARTNERSHIPS

Strategic Partnerships

Bar Associations Insurance Agency, Inc. is the marketing arm of the Bar Associations Insurance Trust which is a joint venture of the Maryland State Bar Association (Trust participant), the Bar Association of Baltimore City (Trust participant), and The Bar Association of Montgomery County (Marketing Partner).  TriBridge Partners is the Exclusive Coordinating Broker and advises the BAIA on its insurance offerings and carrier evaluation.

 TriBridge Partners is a member of United Benefit Advisors (UBA), a network of 130+ elite employee benefit firms that come together to pool their knowledge and resources.  As a member of UBA, our Account Managers and Strategic Advisors have access to extensive health plan benchmarking data, expert resources for compliance, access to various webinars, and access to peer-vetted alliances including select insurance carriers, and industry products and service providers.  Our participation in UBA allows us to collaborate with other top independent benefit advisory firms to better position ourselves to thrive in a changing employee benefits marketplace.

Strategic Partnership firms are not affiliated with MML Investors Services, LLC. and are solely responsible for their own products and services provided.