Leverage your gifts...

Serve your purpose...

Achieve your goals.


Baby Boomer Offer: Retirement & Transitional Planning

For the month of June, we are offering Baby Boomers (ages 55 to 75) a free consultation. Please call/text at 614-436-1658 or email at info@tricordwealth.com. Consultations are available in-person, over-the-phone, or online.


In today's market, there are countless important financial decisions to be made. As an independent financial services company, Tricord Wealth Advisors can assist in achieving a comfortable lifestyle for the future. Our professional team will work with you to help define your short-term and long-term financial goals.

Tricord Wealth Advisors has been helping individuals and businesses meet their financial goals since 1981. Now, with over 35 years of combined experience, our staff has the professional knowledge and expertise that our clients require to help keep pace with their ever-changing financial needs.