TriBridge Partners is a firm of specialists in Employee Benefits, Individual Insurance and Financial Planning, and Business Enterprise Planning. Our client focus is assisting professional organizations and closely-held businesses. With offices located in Baltimore, Bethesda, Frederick, Hagerstown, and Washington, DC, TriBridge Partners has over 50 full-time employees dedicated to client care, with years of experience holding the following designations: AIF®, CPA, MST, CFE, CFS®, C(k)P®, JD, CFP® ,CLU®.
Our goal is to make a meaningful difference in the lives of those we serve. We do this through teams of specialists, using an established method designed to maximize the client experience. At TriBridge Partners we take pride in our community and work with families and business owners to make educated decisions when it comes to being financially prepared for life events.
At the core of the Bar’s mission is the charge to not only assist members but to protect the public; it shapes the way the organization conducts its business and activities.
This organization strives to be a place where members can connect in strategic ways with member partnerships, local chapters, networking events, conferences and social media.