Wealth & Investment Management Services in Flordia



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.

With advanced technology at the forefront of everything humans do, startups within the financial sector can become wildly successful.

What Makes Us Different

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.



Real results that you can see, manage, and access

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

Alternative Approach

Our alternative investment strategy was Developed by Yale Professors
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