Patrick Rush

CFP®, CAP®, CLU®, MBA

Triad Financial Advisors

Owner/CEO and Author

Contact Me

Patrick Rush

CFP®, CAP®, CLU®, MBA

Triad Financial Advisors

Owner/CEO and Author

As a thought-leader and fee-only financial planner, my focus is to offer unbiased financial planning advice alongside evidence-based investments to help you achieve your life goals. - Patrick Rush, CFP®, CAP®, CLU®, MBA

Contact Me

(336) 230-0071

Website

Fee-Only Financial Planner and Investment Adviser helping clients LIVE, INVEST, AND RETIRE WITH INTENTION

Patrick Rush 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, Patrick Rush is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Patrick Rush is the CEO of Triad Financial Advisors (TFA) and is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor. He has been providing financial planning and investment advice since 1998.  He has received national recognition as a top financial advisor by Forbes, Barron’s and the Financial Times and TFA was recognized by the Invest in Others Foundation as a “Charitable Champion.”

In 2020, Patrick debuted his first book “Gain Big and Give Back” published by Forbes Books.  Within two weeks, the book became an Amazon #1 bestseller.  With disarming humility and a strong sense of humanity, “Gain Big and Give Back” is about people first and finance second.

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.

Patrick resides in Greensboro, NC with his daughter Havana, and twin boys, Walker and Quincy.

Education

Illinois Institute of Technology

MBA – Finance

B.S. – Financial Markets & Trading

CERTIFIED FINANCIAL PLANNER™ practitioner

Chartered Advisor in Philanthropy® (CAP®)

Chartered Life Underwriter®

Professional Memberships & Activities

National Association of Personal Financial Advisors (NAPFA)

Society of Financial Service Professionals (SFSP)

Illinois Institute of Technology Alumni Award 2020

Invest In Others (Top 20 in US) Charitable Champions List 2019

Invest in Others Community Service Award 2020

Leadership Greensboro 2015-16

Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018, 2019

Barron’s Top 1200 Financial Advisors 2017, 2018, 2019, 2020, 2021

Forbes Best-In-State Wealth Advisors 2019, 2020, 2021

Greensboro Police Citizen’s Academy 2018

Canterbury School Board of Trustees 2020

March of Dimes

  • Central NC Board of Directors 2018-present
  • Ambassador Family 2016
  • Signature Chefs Auction Chair 2017

 

Patrick Rush is a Member of the National Association of Personal Financial Advisors

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.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Patrick Rush 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.

  • Certified Financial Planner (CFP)
    Patrick Rush 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.

  • Chartered Advisor in Philanthropy® (CAP®)
    Patrick Rush Holds the Chartered Advisor in Philanthropy® (CAP®) Designation

    The Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.

  • CLU - Chartered Life Underwriter
    Patrick Rush is a Chartered Life Underwriter® (CLU®)

    A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

Contact Patrick Rush

(336) 230-0071

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Office Locations:

  • 3623 N. Elm Street
    Suite 102
    Greensboro, NC 27455

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