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VERIFIEDLauren Bone
Tristate Financial Advisors
1717 Arch Street
Ste 330
Philadelphia, PA 19103
215-330-2931
About Tristate Financial Advisors
We understand that your financial goals are unique. Maybe you're preparing for a comfortable retirement, planning for your child's education, or aiming to reduce your tax burden. Whatever your aspirations, Tristate Financial Advisors is here to help make them a reality with strategies that are as individual as you are.
Led by experienced advisors dedicated to comprehensive financial planning, our firm is committed to understanding your individual circumstances and guiding you through complex financial decisions, providing support and insights to help you make choices with confidence and clarity. With offices across Philadelphia, Charlotte, Charleston, Nashville, and Washington DC, we bring local insights and experience to the financial priorities that matter to you.
Building lasting relationships based on trust and open communication is at the heart of what we do. We take the time to listen to your concerns, answer your questions, and create strategies that align with your specific needs and goals.
Explore our website, where you'll find valuable resources, tools, and articles to support your journey. From retirement planning to investment strategies, Tristate Financial Advisors is here to empower you every step of the way. Together, let's plan a financial future that aligns with your vision.
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
500-999
CRD#
7876896
Firm CRD#
7876896
Name of Broker/Dealer
Trinity Wealth Securities
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
3
Number of Years with Current Firm
3
Work Experience
I currently serve as an Assistant Vice President and Financial Advisor, where I work with individuals, families, and business owners to develop comprehensive financial strategies while also mentoring and developing financial advisors within my firm.
I earned my MBA in Private Wealth Management from Rutgers University, providing a strong foundation in investment management, retirement planning, taxation, estate planning, and wealth management. Since entering the financial services industry, I have helped clients navigate retirement planning, investment management, retirement income strategies, tax-efficient planning, and employer-sponsored retirement plans.
My experience includes working with clients on 401(k) rollovers, IRAs, pensions, company stock, brokerage accounts, and retirement income planning. I specialize in helping clients simplify complex financial decisions and create personalized strategies designed to support their long-term financial goals.
As an Assistant Vice President, I have expanded my responsibilities beyond serving clients by helping mentor advisors and support their professional development. This leadership role has strengthened my commitment to delivering exceptional client service while maintaining the highest standards of professionalism, integrity, and ongoing education.
I believe the best financial advice comes from understanding each client's unique goals and building long-term relationships based on trust, transparency, and personalized guidance.
Services
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Assets Managed by Firm
500,000,000
Advisor's Number of Clients
40
Advisor's Number of Managed Clients
20
Advisor's Number of Planning Clients
40
Total Assets Under Management by Advisor
$2,800,000
Compensation and Fees
Compensation Methods
Based on Assets, Hourly, Commissions, Flat Fee
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893935/retirementplanning-Tristate-Financial-Advisors-detailed-disclosure.html
Disclaimer
I am a dually registered representative with Trinity Wealth Securities, LLC and Florida Financial Advisors. Trinity Wealth Securities, LLC requests that you do not transmit orders by e-mail. Transaction details sent to you by email do not supersede normal trade confirmations or statements. The information contained in this transmission is privileged and confidential. It is intended for the use of the individual or entity named above. The information contained herein is based on sources we believe reliable but is not considered all-inclusive. Trinity Wealth Securities, LLC, member FINRA/SIPC, is a registered broker-dealer. Securities offered through Trinity Wealth Securities, LLC are not FDIC insured, not bank guaranteed, and may lose value. Please contact your Financial Advisor for information regarding specific investments. Trinity Wealth Securities, LLC, reserves the right to monitor all electronic correspondence. Trinity Wealth Securities, LLC and Florida Financial Advisors, LLC are affiliated entities. Florida Financial Advisors is a registered investment adviser located in Tampa, FL. Florida Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Florida Financial Advisors web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Florida Financial Advisors web site on the Internet should not be construed by any consumer and/or prospective client as Florida Financial Advisors solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Florida Financial Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Florida Financial Advisors, please contact the state securities regulators for those states in which Florida Financial Advisors maintains a registration filing. A copy of Florida Financial Advisors current written disclosure statement discussing Florida Financial Advisors business operations, services, and fees is available at the SECs investment adviser public information website www.adviserinfo.sec.gov or from Florida Financial Advisors upon written request. Florida Financial Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Florida Financial Advisors web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Insurance products and services are offered and sold through Florida Financial Insurance and individually licensed and appointed insurance agents.