TriBridge Partners, LLC

We assist clients in reaching their goals using insurance & benefits services.
One East Pratt Street Suite 902
Baltimore, MD 21202
Verified Badge Vertical

Verification Period: March 12, 2018 – March 12, 2019

TriBridge Partners, LLC is a Verified Member of SHRM Broker Finder and attests they are compliant in our standards for:
  • Licensing
  • Insurance
  • Transparency
  • Completeness and Accuracy
  • Security

Practice Areas

  •  Benefit Administration Solutions
  •  Executive Benefits
  •  Group Health Insurance
  •  Human Resources Solutions
  •  Retirement Plans
  •  Voluntary Benefits
  •  Medicare Supplements
  •  Consumerism Solutions
  •  Medicare Part D

TriBridge Partners, LLC Overview

Insurance • Employee Benefits • Retirement Plans • Financial Planning

We assist clients in reaching their goals using insurance, financial, benefits, and advisory services. Our firm’s mission is to provide insurance, employee benefit services, investment strategies and comprehensive financial planning services to successful individuals, professionals, executives and business entities.

TriBridge Partners is a firm of specialists in Employee Benefits, Individual Insurance and Financial Planning, and Business Enterprise Planning. Our client focus is professional organizations and closely-held businesses primarily in the mid- Atlantic region. Our structure is to have the experts in the areas of insurance and financial services supporting our clients in each of these major areas:

  • Assist Management with purchasing benefits on behalf of employees.
  • Council individuals in seeking to coordinate their planning with benefits from an employer.
  • Help the Enterprise when seeking to structure itself effectively for continuity and growth.

Through quick, knowledgeable and effective guidance in plan designs, in ongoing program administration, and with meeting service needs that may occur in each client’s work with TriBridge Partners.

To ensure that our value and mission is realized through each client experience, TriBridge has created a Stakeholder Relations Team that reports directly to our Chief Executive Officer. By committing a team to this purpose, we set in motion a culture where client service is always front and center.

TriBridge Partners is completely owned by its Principals. No outside, non-operating partners or organizations are involved. The tie between owners and clients is direct and will continue to be so. We have no obligation to public or outside shareholders and we allocate our time and resources based on what our clients need from us.

Our recent expansion was enacted in order to broaden services to current and new clients and to structure multi-generation succession planning using the best techniques of professional, private organization transitions. No one working on your program(s) is anticipating any changes, retirement or departure from the organization, yet back-up is in place throughout our firm to assure ongoing client support in the event of anyone’s incapacity. Your support team has built-in redundancy in each area and our product specialists have back-up partners as well.

The Board of Directors was very focused in formulating the firm’s Vision and Guiding Principles. A nice by-product of a merger is the opportunity to establish and confirm priorities within the leadership of an organization. Below are our publicly stated Vision and Guiding Principles articulated to capture our actively embraced responsibilities to our clients and our colleagues.

TriBridge Partners, LLC Affiliations

Areas of Special Focus

  • Compliance
  • Employee Communications
  • Population Health and Wellness
  • Private Exchanges
  • Self Funded Plans
  • Supplemental Benefits
  • Technology

Areas Served by TriBridge Partners, LLC

  • Maryland
  • Pennsylvania
  • Virginia

TriBridge Partners, LLC Certifications

  •  Certified Patient and Protection in Affordable Care Act Professional
  •  Chartered Life Underwriter, CLU®
  •  Compensation Management Specialist

Team at TriBridge Partners, LLC

Founding Principal of TriBridge Partners with more than thirty years of professional experience.

David M Morris

Principal and CEO

Licensed In

Maryland: 2105199

Pennsylvania: 666806

Virginia: 100171735

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About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.


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