Triad Financial Advisors
Triad Financial Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Marske, CFP®
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
John Marske is a Greensboro, NC fee-only financial planner. Triad Financial Advisors provides comprehensive financial planning, investment management, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Marske is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John Marske, CFP® brings over 30 years of experience managing investments for banks, insurance companies, endowments and personal clients, in St. Louis, Missouri and Indianapolis, Indiana. John received his undergraduate degree and MBA from University of Notre Dame. John and his wife, Pam, chose to come to Greensboro because he was impressed with the care Triad Financial Advisors provides its clients, and they are both eager to get involved in the community. John is passionate about education, as evidenced by previous involvement with Junior Achievement, the Fed Challenge competition, and as a charter school board member for nine years.
- Notre Dame University
• B.A. -Finance
• M.B.A. -concentration in Finance
- CERTIFIED FINANCIAL PLANNER™ practitioner
Professional Memberships & Activities
- National Association of Personal Financial Advisors (NAPFA)
- Society of Financial Service Professionals (SFSP)
- Financial Times 300 Top Registered Investment Advisers – 2019
Our mission is to help our clients and colleagues live, invest and retire with intention
TFA is a Fee-Only, independent Registered Investment Advisor (RIA) acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. The Fee-Only method of compensation is the most transparent and objective method available, and minimizes conflicts to ensure your financial advisor acts as a fiduciary. As a result, we do not sell products or receive commissions on any products or services.
Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Marske is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
John Marske is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Triad Financial Advisors Ranked Top 10 Financial Advisors in Greensboro, Chapel Hill & Winston-Salem
Triad Financial Advisors Named to Top 300 Investment Advisers (2016-2019)
John Marske is a Board Member for Insight School of Indiana
John Marske is Featured in the Triad Business Journal's People On the Move
John Marske is Contributed to MarketWatch: "Buy This Money Machine"
John Marske is a Member of the Society of Financial Service Professionals
Contact John Marske
3623 N Elm Street
Greensboro, NC 27455