About Tri Bridge Partners
TriBridge Partners is a financial services, insurance, and employee benefits firm with offices in Columbia, MD, and Baltimore, MD. The firm focuses on assisting professional organizations and closely-held businesses, offering experienced planning and solutions that bring education, awareness, and lasting security. TriBridge Partners provides a comprehensive range of financial services including personal insurance coverage, retirement plan services, executive compensation, and financial estate planning. Their health and employee benefits offerings encompass benefit plans, human resources support, health plan funding strategies, quality of life benefits, regulatory affairs and compliance, Medicare and senior benefits, employee benefits benchmarking, and HR Sidekick. They also feature a Health Care Market Place and the TriBridge Partners Archways Plan, alongside technology services. Key services include wealth management, executive benefits, wealth preservation, financial planning, financial consulting, investment advisory, employee benefits, family office services, investment management, retirement planning, tax planning, retirement solutions, estate planning, business succession, insurance planning, risk management, business consulting, legacy planning, philanthropic advisory, and financial education. TriBridge Partners aims to be a health and financial wellness partner, helping employers, executives, business owners, individuals, and families achieve their goals.
Website: https://tribridgepartners.com/
Founded: 2012
Employees: 76
Office Locations
- Columbia, MD (Headquarters)
Accreditations & Certifications
- CFP®
- AIF®
Team Members
- Brian Lizzi, Senior Retirement Plan Consultant - Colombia, MD