Tridea Advisors was founded in 1976 in Auburn, California with a commitment to providing financial services to individuals in and around Placer County.

We have expanded over the years to serve clients and institutions throughout the Western United States.

Tridea represents the three phases of financial planning that we guide our clients through: Accumulation, preservation, and distribution.

Whether you are looking to accumulate and grow your assets, preserve those assets, or distribute an income stream, we are here to provide professional guidance for every step of the way.

We believe in pragmatic asset management and work with you to allow your values and financial goals to guide the process. We take pride in custom-crafted solutions for our clients.


Auburn, CA
400 Auburn Folsom Road
Auburn, CA 95603-4727
(530) 823-2098

Granite Bay, CA (By Appointment Only)
7646 Stonewood Court
Granite Bay, CA 95746
(916) 833-8140

Phone: (530) 823-2098 | (800) 823-2098
Fax: (530) 823-2091