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Tricord Wealth Advisors Employee Directory

Financial ServicesOhio, United States2-10 Employees

Tricord Wealth Advisors is a small financial services firm based in Columbus, Ohio. For more than thirty years, it has organized its practice around a threefold relationship model that links the client, the wealth advisor, and enduring principles. The approach begins with the client's goals, values, and purpose, pairs that with the advisor's expertise and integrity, and is completed by time-tested principles, with wealth serving broader aims. The firm serves individuals who want their financial decisions to reflect their personal aims and values, emphasizing a relationship-driven approach over purely transactional advice. Its mission centers on helping clients leverage their gifts to support their purpose and goals, framing wealth as a tool to achieve meaningful ends within the financial services landscape.

Find Tricord Wealth Advisors employees' phone numbers or email addresses

Tricord Wealth Advisors Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Tricord Wealth Advisors's Leadership

  • Stylized image of a person
    P. F.
    Phone icon
    Mobile Phone

Tricord Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Tricord Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. F.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Tricord Wealth Advisors known for?

Minus sign iconPlus sign iconTricord Wealth Advisors was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 5000 Arlington Centre Boulevard Columbus, Ohio 43220 United States; you can contact the main corporate office by phone at
+1-614-436-****
. Explore Tricord Wealth Advisors's company overview page for more information.

What is Tricord Wealth Advisors's most common email format?

Minus sign iconPlus sign iconTricord Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tricord Wealth Advisors email formats with LeadIQ.

How many employees does Tricord Wealth Advisors have currently?

Minus sign iconPlus sign iconTricord Wealth Advisors has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Tricord Wealth Advisors's key employees and leadership?

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As of May 2026, Tricord Wealth Advisors's key employees include:

  • : P. F.

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