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About Us

Planning by the Numbers™ 
to Build the Life You Love

TriCord Advisors, Inc. is a Registered Investment Advisor (RIA) regulated by the U.S. Securities and Exchange Commission (SEC). We provide financial planning and investment management services and our advisors have been helping clients make smart decisions with their money since 1982.

 

 

 

Fiduciary

We are always focused on your best interests. We come alongside you to help you make smart decisions with your money without selling products.

 

Fee-Only

No hidden fees. We are a Fee-Only advisor, which means our compensation is only from client fees. We do not receive commissions from third parties.*

 

Planning by the Numbers™

We use our unique Planning by the Numbers™ approach to put real numbers to your goals and financial needs. Our approach often enables clients to avoid unnecessary risk while still gaining confidence in achieving their goals.

 

CFP® Professionals

Our relationship starts with creating a holistic financial plan. As life develops and circumstances change, we continue to walk shoulder to shoulder with you. 

  * In situations where an appropriate fee based product is not available or is not in the best interests of our client, we present appropriate solutions and disclose commission characteristics. Commissions and/or trails associated with such products or with legacy accounts make up less than 0.6% of firm revenue.

Our Firm at a Glance

 

9

Experienced team members

50+

Years of collective history in investment management

4

Certified Financial Planner™ professionals

10+

Years of broadcasting the Retirement Unlimited radio program

40+

Years of providing financial planning and management

365

Households supported and managed**

$199

Million dollars in assets under management and administration*

1

Cohesive team serving our clients

*  As of December 31, 2021, actively managing $175,588,316 on a discretionary basis and administering $23,797,063 in fixed and indexed annuities. 
** As of December 31, 2021, supporting 365 client households. 

Get Started

Team

Randy Barkley

Randy Barkley CFP®

President
Learn More

Jeremiah J. Lee J.D., CFP®

Chief Financial Officer
Learn More
Chris Marsh

Chris Marsh CFP®

Chief Compliance Officer
Learn More
Joe Lyons

Joe Lyons M.A., M.B.A., CFP®

Chief Investment Officer
Learn More

 

 

 

 

Our Services

 

 

 

 

  • Wealth Preservation Planning

    A key part of our Investment Planning for many of our clients is Wealth Preservation.  You have worked hard to generate income and build your assets.  We help analyze your family’s current and long term needs and structure your investments, insurance coverage, and estate planning to preserve your wealth and purchasing power.  Read More

  • Education Planning

    Saving for education for children or grandchildren is a high priority for many of our clients.  We come along side our clients to analyze available resources to fund education and determine the best method to prepare their children and grandchildren for success.  Read More

  • Transition and Retirement Planning

    Long before retirement hits your radar, you have already planned and decided what type of education, skills training, and professional designations you would acquire. While you focus your efforts on entering and progressing in your career, you may not have planned for what life looks like when you no longer need to work to earn a paycheck.  Read More

  • Investment Planning

    While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. Each day you plan how you can best invest the limited time you have at your disposal. Would the 2-hours you have best be spent visiting a friend, catching up on projects, or taking your family to a sports event? Read More

  • Legal Services

    TriCord Legal Services, Inc. was formed by Jeremiah J. Lee as a separate entity affiliated with TriCord Advisors, Inc. for the purpose of providing estate planning, business and succession planning, and other legal services to our clients.  Read More

  • Financial Planning

    A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home, making sure your children’s education is well funded, purchasing a second home, a business transition, protecting your family’s finances in the event of tragedy, ensuring a smooth and stress-free retirement, or avoiding running out of resources in retirement; a holistic financial plan puts action steps to dreams to make them a reality. Read More

 

Calculators and Helpful Links

What to Expect

 

 

Meeting 1 - Initial Meeting

We meet with clients in person and virtually.  Developing a Financial Plan involves three meetings - each lasting about 1.5 hours. The first meeting is to understand your circumstances and your most pressing concerns and goals.

 

Meeting 2 - Fact Finding Meeting

The second meeting is to review the information you have provided and gather any additional needed information to make sure we have a clear picture of your circumstances.

 

Meeting 3 - Planning Meeting

At the third meeting we discuss our recommendations and finalize the Financial Plan you decide best fits your life. Once your Financial Plan is in place, we take action to implement your decisions.

 

Ongoing Support

Our primary role is to help give you confidence in your finances so you can make decisions to build the life you love. As life develops we continue to walk shoulder to shoulder with you to provide ongoing support.

 

 

 

 

Building The Life You Love

 

 

 

 

Building the life you love is exciting, but the best path forward can be difficult to determine. Below are a few example situations of how we work to understand your specific circumstances and provide real world solutions, advice, and support.

  • Looking at Their Family’s Future

     

    Looking at Their Family’s Future

    Case Study #1 - Bill

    Read More
    Retired and Thriving

     

    Retired and Thriving

    Case Study #2 - Michelle

    Read More
  • Wondering If They Can Retire

     

    Wondering If They Can Retire

    Case Study #3 - Scott and Katherine

    Read More
    Working Hard To Build Their Future

     

    Working Hard To Build Their Future

    Case Study #4 - Lauren and John

    Read More

 

 

 

 

The Best of Minds

 

 

 

 

We work with the Best of Minds to provide the Best Outcomes. When appropriate, we work with AssetMark and Savos to build personal portfolios of individual stocks custom designed to achieve a client's specific goals. We continue to be impressed by the abilities and outcomes achieved by AssetMark and Savos and make these resources available to our clients.

assetmark-logo

 

For more than 20 years, AssetMark has provided independent advisors and their clients with unique investment and wealth management solutions. AssetMark provides a range of investment solutions that work toward specific objectives, whether it’s saving for retirement, funding an education or planning for your legacy.

Savos Investments Logo

 

Savos Investments™ crafts innovative, outcome-oriented investment portfolios. Their deep research expertise and understanding of capital markets allow Savos Investments to implement solutions aimed at reducing risk and maximizing return across different macroeconomic periods. They specialize in finding potential sources of return in all market conditions and they also offer customized strategies to fit the needs of the most discerning clients.

 

 

 

 

Insights

 

 

 

 

 

Retirement Unlimited™ Radio Program

Saturday mornings at 9:00 a.m. on AM 590

 

Articles

Retiring Abroad

TriCord Advisors Inc. | Nov 5, 2022
Categories
Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read more

Personal Finance Mistakes to Avoid

TriCord Advisors Inc. | Oct 28, 2022
Categories
Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read more

The 2023 Cost-of-Living Adjustment

TriCord Advisors Inc. | Oct 20, 2022
Categories
Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read more

Schedule a Call

Investment advisory services are provided by TriCord Advisors, Inc., an SEC registered investment adviser. The firm only transacts business in states and jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding TriCord Advisors, Inc. including its fees, can be found in TriCord Advisors, Inc.’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov. TriCord Advisors, Inc. does not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Any legal services offered in California through TriCord Legal Services, Inc. are pursuant to a separate engagement with TriCord Legal Services, Inc. Investment products, insurance and annuity products are not FDIC insured and may lose value. Actual returns experienced by individual clients will differ due to many factors. Past performance does not guarantee future results. Investments involve risk and the possibility of loss, including the loss of principal.

Form ADV    Form CRS

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