The Allworth-Tridea Advisors Partnership
Family run advisory firms are usually tight-knit practices that emphasize client relationships. When they seek a partner, they typically cite culture as the top priority in their decision-making process.
And a tight-knit culture that emphasized client care and felt like family is why Tridea Advisors’ founder Steve Eklund, and his business partner/daughter, Allison Scoggin, chose Allworth Financial as their partner for the future.
“We’ve followed Allworth Financial closely since its inception over 30 years ago, so we were not only familiar with their founders and their reputation, but the more associates we met, and the better we got to know their operation, the more we understood that they shared our values.”
– Tridea Advisors Founding Principal, Steve Eklund
As our 33rd equity partnership, Tridea Advisors brings more than 30 years of industry experience, $341M in AUM, 475 client households, and its family-centric business culture, to award-winning Allworth Financial.