About Our Firm
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 Benefits, Individual 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 experts 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.
Individuals & Families
Whether you are an employee that requires some advanced planning or someone who has been referred to TriBridge for guidance 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 advisors who can assist you in every phase of life.
TriBridge Partners specializes in working with high performing companies who are seeking to attract and retain an extraordinary workforce. We focus on designing compensation, benefit, and pension portfolios that allow our employers to compete for talent and to win. Each client has the opportunity to participate in our proprietary Roadmap system in order to achieve their strategic objectives.
Income preservation and tax exposure is a major issue 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 protect against risk and to maximize opportunities.
TriBridge Partners, LLC has entered into a strategic partnership with various organizations in an effort to provide enhanced services and support to our clients. These partnerships help us to fully deliver on our consultative Road Map process and provide a truly holistic experience to our clients.
Property & Casualty Insurance Vendor Partners
For more information regarding Property & Casualty insurance, please contact Paul Younkins at 240-670-4827; firstname.lastname@example.org
TriBridge Partners, LLC established in 2013, by the merger of three established organizations.
TriBridge Financial, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. Bar Associations Insurance Agency, Inc.; Mason & Carter, Inc.; Insurance First, Inc., C. Clifton Veirs Agency,; are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.