Who We Are

Triangle Advisors Group is an independent local firm with 35+ years of collective experience working with individuals in or near retirement.
 
Our recommendations are based on each individual client's needs without ties to proprietary products—the way it should be. We are committed to providing our clients with objective advice and the planning needed to reach their goals for them and their legacy.
 
With our approach, we hope clients are happy and successful in their retirement based on the planning that we provide.

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Meet Paul G. Lindsay
​President

​With more than 20 years of experience in the financial industry, Paul G. Lindsay is committed to seeing his clients succeed when it comes to reaching their retirement income goals. As a registered representative and investment advisor representative, Paul uses his knowledge and experience to ensure proper planning around clients’ specific goals and aspirations.
 
Paul takes great pride in seeing the plans that were put into place for clients come to fruition. Knowing they are confident in their retirement is what drives him. From happy clients, Paul builds lifelong relationships that truly focus on the individual and his or her goals.
 
To better serve his clients, Paul earned his bachelor in science management from the U.S. Coast Guard Academy and holds his Series 65 securities license. When he’s not in the office, you can find Paul playing a round of golf on the nearest course.

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Meet Buddy R. Sanderson
Associate

Buddy has 15 years of experience in the insurance and financial services industry. Buddy works with his clients to ensure that not only their retirement is properly planned and executed, but also to ensure that their health care needs are planned properly.

Buddy is from Oklahoma, after serving in the U.S. Army and attending college at the University of Maryland, he and his family decided to settle in the Triangle area. In 2002 he started his career in the financial and insurance industry at Mutual of Omaha in Raleigh. Buddy and his wife Felicia decided to raise their children Melina and Tyler in the Triangle area and both of them attended NC State University.

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Are you prepared
​for retirement?

You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.