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Tailored Financial Solutions for Family Oriented, Growth Minded Professionals, Who Believe in Giving Back to the Community

Wealth & Investment Management Services in Flordia

We Put Your Best Interests First

369 Financial® is a fee-only Registered Investment Advisor Firm. We will provide you with a people-oriented, effective, and alternative approach to money. Together, we will take a look at your needs, lifestyle, and strengths and teach you how to optimize your wealth.

What Makes Us Different from Big Faceless Financial Institutions

After taking an assessment with one of our skilled financial advisors, you will see the path to your goals clearly. With a solid plan in hand you’ll be able to confidently choose from our investment tools and services that best fit your needs.

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Effective

Real results that you can see, manage, and access
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People Oriented

We know how it feels to be treated like a number and we are dedicated to making sure you never have that experience
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Alternative Approach

Our alternative investment strategy was Developed by Yale Professors

How We Can Possibly Help

Making decisions about your finances can feel overwhelming and stressful. We’ve got great news, choosing the right financial services and products to meet your needs doesn’t have to be complicated!

ADDITIONAL FINANCIAL SERVICES

Investment Management

We use a combination of software from BuildAlpha by David Bergstrom, and Life Cycle Investing, developed by Yale Professors Barry Nalebuff and Ian Ayres, in order to create a customized investment strategy for our clients.

Investment Management
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Wealth Management

A majority of American Households own mutual funds to invest their wealth. Despite this being the norm for most investors, investing in mutual funds actually may be working against you due to over diversification. This is one of the many possible advantages of building a custom portfolio to tailor your needs, not your advisor’s.

401k Rollovers

By the time you reach retirement, you will have saved nearly 10 times your salary saved in your 401(k) or other retirement plans. In order to ensure you will have a successful retirement plan, making the correct decision with your 401(k) is vital. Most financial advisors are going to automatically recommend that you move your 401(k), 403(b), 457 plan, TSP, or another retirement plan because that’s what is in their best interest. We will look at all the viable options to ensure we’re making the correct decision for your future.

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Tax Planning

Tax planning is one of the many areas that goes overlooked during investing. Knowing the difference between the capital gains tax rates and how to utilize tax harvesting may allow you to avoid certain taxes. One study showed regular tax-loss harvesting could increase long-term average annual investment returns by up to 1.55 percent!

Fiduciary Financial Planning

Failing to plan is planning to fail. When it comes to financial planning, we act as a fiduciary, which means we have a duty of good faith to put your best interests ahead of our own. Without having a target to hit, it’s going to be extremely difficult in order to live a life with financial freedom. Thus, knowing exactly which actions to take is paramount to your success.

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