Patrick Rush| CFP®, CLU®, MBA
Triad Financial Advisors
- Fee-Only Financial Planning
- Financial Review
- Women and Wealth
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- Business Planning
Our Other NAPFA Members
Greensboro, NC 27455
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Patrick Rush is a Greensboro, NC Fee-Only Financial Planner serving clients across the United States. In 2017, Patrick was recognized by Barron's as one of "America's Top 1,200 Financial Advisors" - ranking #7 in North Carolina. Patrick was the only NAPFA-Registered Financial Advisor in North Carolina to receive this award.
Triad Financial Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Patrick Rush is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Patrick Rush has been providing financial planning and investment advice since 1998. He is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor. Prior to merging with TFA in 2012, Patrick was the President of Independent Wealth Management. He also served individuals and families as a Vice President and Senior Financial Advisor at Merrill Lynch in Greensboro.
Patrick believes that finding qualified, independent and conflict-free financial advice should not be difficult for investors. In addition, he believes investors do not need to predict the future in order to be successful at investing. He is proud that TFA is a fee-only firm with a commitment and legal responsibility to act as a full-time fiduciary for their clients. Patrick is passionate about raising the level of financial education in the community and thus authored Retirement 101 in 2011. He teaches the course to adults at Guilford College where he has been an adjunct instructor since 2007.
Patrick resides in Greensboro, NC with his wife, Dr. Christina Rush, their daughter Havana, and twin boys, Walker and Quincy.
- Illinois Institute of Technology
- MBA - Finance
- B.S. - Financial Markets & Trading
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Life Underwriter®
Professional Memberships & Activities
- National Association of Personal Financial Advisors (NAPFA)
- Society of Financial Service Professionals (SFSP)
- Leadership Greensboro (2015-16)
- Adjunct faculty at Guilford College (2007- present)
- Financial Times 300 Top Registered Investment Advisers (2016 and 2017)
- Barron's Top 1,200 Financial Advisors - #7 in North Carolina (2017)
- March of Dimes
- Chair of the Greensboro Signature Chefs Auction (2017)
- Ambassador Family (2016)
- Executive Leadership Team (March for Babies)
- Executive Leadership Team (Signature Chefs)
- Chairman of the Young Professionals Board of the North Carolina Chapter (2014-2015)
A successful investment experience does not mean we need to predict the future. Our goal is to preserve and grow your assets with a sophisticated mix of diversified, low cost and tax-efficient investment opportunities. We believe in growing wealth over the long-term by implementing a thoughtful and disciplined approach. Our investment philosophy involves a high regard for research, process and time-tested data to give investors a higher likelihood of success over time.
Investing can be emotional. Therefore, your investments should not be based solely on a risk profile questionnaire. Your investments should consider your tolerance for risk, but also the required risk to meet all of your goals. TFA strives to gain a deep understanding of your life goals and needs to make prudent investment recommendations as fiduciaries.
Because we don’t take sales commissions or other fees common to the brokerage business, our investment recommendations and advice are objective, unbiased and free of conflicts.
Building a blueprint for success is essential. Financial planning goes well beyond simply managing your money. TFA helps clients develop strategies to create the future you want for yourself and your family. We take time to hear about your dreams and aspirations so we can customize a plan to help you achieve them.
TFA surveys your entire financial landscape and helps you focus on your personal net worth statement. Our trained and credentialed CFPs collaborate with your other professionals to gain a deep understanding of your specific needs. Your team will help prepare you for retirement as well as see you through it by creating a comprehensive, integrated and actionable plan that takes the most important financial considerations into account.
Because we serve as full-time fiduciaries, rest assured we are putting your interests first.