Serving Individuals, Small Businesses, Entrepreneurs, Families,
and Students

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 Unconventional
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.
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 SERVICES

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.


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.
