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You can have confidence in your finances and excitement about your future - especially as you approach Retirement.  

  

 

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
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Jeremiah J. Lee J.D., CFP®

Chief Financial Officer
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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

 

 

 

 

  • VISION

    You can have Confidence and Excitement about your finances - especially as you approach retirement - but you need a Vision. 

    • Financial Planning
    • Retirement Planning
    • Goals and Bucket Lists
    • Cash Flow/Income Planning
    • Spending Plan
    • Education Planning
    • Health and Insurance Planning

    Read More

  • VALUES

    Your values matter to you and they matter to your family. Passing on what you have learned and what you have grown is a wonderful legacy. 

    • Estate Planning (Trusts, Wills, Power of Attorney, etc)
    • Family Meetings
    • Charitable and Gift Planning
    • Donor Advised Funds
    • Foundation Planning
    • Beneficiary Designations

    Read More

  • GROWTH

    To reach your goals, you need all your assets working together.

    • Investment Management
    • Tax Planning
    • 401(k) Management
    • Employee Benefits
    • Real Estate Investment Planning
    • Retirement Plans (Business Owners)
    • Business Formation (Business Owners)
    • Succession and Business Exit Planning (Business Owners)

    Read More

  • PROTECTION

    Life does not always go as planned, but you can always protect and provide for those you love.

    • Crisis Planning
    • Risk Management
    • Life Insurance
    • Annuities and Income
    • Estate Planning

    Read More

  • LEGAL SERVICES

    Our Team includes Attorneys and when appropriate they provide estate planning, business and succession planning, and other legal services.  Read More

 

Calculators and Helpful Links

Does This Sound Like You?
 

Wealth Building Client

  • You have >$200k of household income

  • You have big dreams for your future

  • You are a:

    • Business Owner, or

    • Professional developing your career

  • You likely will have college or wedding expenses in your future  

Wealth Management Client

  • Your retirement and investment accounts combine to >$1 million

  • Your retirement feels right around the corner or is in the rear view mirror

  • You have big dreams for your future, but are uncertain if they can be a reality

  • You have done well in your career and want to continue to be successful in the next season

 

What to Expect

 

 

Meeting 1 - Initial Meeting

Connect with an Advisor in person or virtually. Your Advisor learns about your situation and your vision for your future. You get to know our Team, our experience, and our services that will add real value to your life.

 

Meeting 2 - Fact Finding Meeting

We gather information and documents to build your financial plan. Our Team is well trained to walk through the details and make this an easy process. 

 

Meeting 3 - Planning Meeting

You and your Advisor explore how your resources can build the life you love.  Your Advisor provides recommendations and clear next steps to help you make progress toward your goals. 

 

Ongoing Support

As you move forward with confidence in your finances, we walk shoulder to shoulder with you providing regular support, management, and guidance.

 

 

 

 

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

 

 

 

 

 

TriCord Advisors Podcast

Online and On-Air 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 15 Minute
Call with an Advisor
 

 

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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